Contacts
How to import contacts
Import contacts into Banktrack from a CSV file.
To import contacts into Banktrack, you can use the template we provide or adjust your file formatting for proper compatibility.
Important: For the import to work correctly, the CSV file must use a semicolon ( ; ) as the separator. Files using a comma ( , ) as the separator are not supported.
Downloadable template
You can find the downloadable template at this link: View contact import template
Accepted formats
Take note of the following accepted formats in Banktrack:
| Field | Format | Required |
|---|---|---|
| Name | text | ✅ Yes |
| Contact type | freelancer (self-employed) or company | ❌ No |
| Fiscal ID | text and/or numbers | ❌ No |
| text and/or numbers | ❌ No | |
| Phone | text and/or numbers | ❌ No |
| Address | text and/or numbers | ❌ No |
| Postal code | text and/or numbers | ❌ No |
| City | text and/or numbers | ❌ No |
| Province | text and/or numbers | ❌ No |
| Country | ISO code (e.g., Spain = ESP, Mexico = MEX) | ❌ No |
If you have any questions regarding importing contacts, you can contact us through the chat found in the bottom right corner of the screen.
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