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Importing a Contact File into Ecanvasser

Import Best Practices, Import Preparation, Starting your File Import

Updated over a week ago

Importing a contact file is likely one of the first actions you'll take when setting up your Ecanvasser account. This file will serve as your initial database, saving valuable time before your team becomes active.

Contact File Formatting – Best Practices

Many common import issues stem from formatting errors. Investing time upfront to ensure your contact file is well-formatted will pay off—your database integrity depends on it.

  • Accepted file types: .xlsx, .xls, or .csv

  • Maximum file size: 500 MB

    • For larger files, split them into smaller files before uploading.

If you run into issues, consult our Formatting Your Contact File guide or contact Support.

💡 Useful Tips

  • Column Order Doesn't Matter
    You’ll be able to assign headers during the upload process.

  • Consistency Is Key
    Ensure each column contains uniform data. If not, consider:

    • Splitting into multiple files, or

    • Cleaning your data before import.

  • Complete Address Details
    Include full addresses—street, city, and state—for successful geocoding.

  • Pre-Populating Custom Fields
    Add generic values (e.g., populate a column with "N") in your file before uploading if needed. You can create custom fields later, but they won’t be pre-filled.

  • Avoid Overloading Columns
    Files with too many columns may fail to process. Focus on essential data.

Uploading and Mapping Your File

Step-by-Step

  1. Go to the Imports & Exports Page

  2. Click "UPLOAD FILE"

  3. Choose your file from your local device

Once the file uploads, you'll proceed to column mapping.

Data File Type

There are three different data files you can import data into Ecanvasser

  1. Contacts with Addresses - You have household addresses and the associated names or occupants who live there

  2. Contacts only - You do not have address data, but you do have the names of your targets

  3. Addresses only - You do not have contact names, but only their address information

Column Mapping

  1. Each column header should be mapped to an Ecanvasser property.

  2. Some columns may be auto-mapped based on their names.

  3. Use the "SELECT FIELD" button to assign any unmapped columns.

  4. Required fields are marked with an asterisk (*).

  • You can also create:

    • Custom Fields

    • New Election Fields

Start Importing

Once mapping is complete:

  1. Click START IMPORT

  2. The system checks for missing or invalid entries.

  3. Use arrows to navigate flagged issues.

Choose to:

  • CANCEL to revise your file, or

  • CONFIRM IMPORT to proceed.

You’ll be prompted to review how addresses appear on the map:

  • If correct, click NEXT

Import Progress & Summary

After importing, you can monitor progress. When the Status column shows "Completed", your contacts will appear on the Database or Map page:

View Your Import Summary

Click the arrow next to the file name to see:

  • Total Rows Imported

  • New Contacts Created

  • Merged Contacts/Houses

  • New Houses Created

  • Skipped Rows (and why)

Once the file is imported, you have a few options available:

  • Delete the Import

  • Download/Export the file

  • Re-import the file

Skipped Rows

Skipped rows are caused by:

  • Missing required fields

  • Invalid data

You can:

  • Review and edit these rows

  • Re-import the updated file

Updating your file with the required information and re-importing the file will resolve the issue with skipped lines. Otherwise, skipped rows do not import into your database

Import Mapping

You can view how fields were mapped in a previous import—helpful if you're:

  • Re-importing a file

  • Merging/appending new data to existing records

Importing Resources

Support articles have been linked that you may find helpful while going through the import process.

Geocoding your File

Geocoding is the process of converting addresses into latitude/longitude to display them on a map.

  • Timeframe: Geocoding is usually completed within 24 hours

  • Accuracy: Depends on address completeness

The accuracy of the geocoding process relies on the data provided as part of the address. Here is a breakdown of the geocoding accuracy types, known as Location Type, and their associated meanings:

You can learn more in Geocoding your File.

If you have any questions, you can message us via the chat or email support@ecanvasser.com

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