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Documentation Index

Fetch the complete documentation index at: https://help.broadstripes.com/llms.txt

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Data import fields reference guide for mapping spreadsheet columns to Broadstripes fields during the import process.

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Available Import Fields

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Important Notes

Custom Fields: For dropdown choosers, multiple selection choosers, and sortable lists, you must enable “Allow imports to add options” on the custom field’s edit page if you want to import values that don’t already exist as options.
Primary contact info: You can designate a contact info record or address as primary during import by adding an “Is Primary” column for the relevant type (e.g. “Home Phone Is Primary”, “Personal Email Is Primary”, “Business Address Is Primary”). When set to true, any existing primary record of the same type is automatically demoted. If no primary is set during import, Broadstripes automatically assigns one.
Timeline Items: To create timeline items through import, you need separate columns for Timeline Item Type, Timeline Item Date, Timeline Item Description, and Timeline Contacted by Unique ID.