How should my spreadsheet be formatted?

You’ll need to set your spreadsheet up so that each client’s first name, last name, and email address occupy individual columns:

Second, you’ll need to save your spreadsheet as a .CSV file.


- Don't rename the file extension - export or save the file as a .CSV within Excel
- Don't include any additional columns other than First name, Last name, Email
- Don't insert any additional rows above the header

If you’re having issues (i.e. receiving error messages), please make sure you’ve properly formatted your spreadsheet and saved it as the right file type.

Have more questions? Contact us