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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 address: There is no import field to explicitly set an address as primary. When importing addresses, Broadstripes preserves any existing primary address. If no primary address exists, Broadstripes automatically selects one based on address quality (non-bad, geocoded) and type (Business → Home → Other). To manually set a primary address, use the address form after import.
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.