Import Field Reference

All available CSV columns for the client data import. Contact and project fields go in the same row — each row creates (or updates) a contact, and optionally creates a project linked to that contact.

Required Fields

At minimum, provide company name OR first/last name:

Field	Description	Example
company_name	Company or household name	Smith Residence
OR first_name + last_name	Contact name	John Smith

To create a project, also include project_id.

Contact Information

Your Field	Readybuild Field	Example
Company/Client Name	company_name	Smith Residence
First Name	first_name	John
Last Name	last_name	Smith
Partner First Name	alt_first_name	Jane
Partner Last Name	alt_last_name	Smith
Email	email	[email protected]
Partner Email	partner_email	[email protected]
Main Phone	main_phone	555-123-4567
Alt Phone	alt_phone	555-234-5678
Primary Cell Phone	primary_cell_phone	555-345-6789
Partner Cell Phone	partner_cell_phone	555-456-7890
Primary Work Phone	primary_work_phone	555-567-8901
Partner Work Phone	partner_work_phone	555-678-9012
Is Company	is_company	y or 1
Contact Type	c_type	prospect, client, or vendor
Active	active	1 or 0
Do Not Call	do_not_call	1 or 0
Preferred Contact	preferred_contact_method	phone or email
Best Contact Time	best_contact_time	Evenings

Phone Number Formatting

Multiple formats are accepted:

• 555-123-4567
• (555) 123-4567
• 5551234567

Address

Your Field	Readybuild Field	Example
Street Address	mailing_address1	123 Oak Street
Address Line 2	mailing_address2	Suite 100
ZIP	mailing_address_zip	53202

:::info Address Handling

• City and state are auto-populated from the ZIP code lookup
• If address matches existing house record, contact is linked
• New addresses create new house records :::

Lead Attribution

Your Field	Readybuild Field	Example
Lead Source	source	Website
Campaign	campaign	Spring 2024
Contact Status	status	Active
Sales Stage	sales_stage	Initial Contact

:::warning Sources and Campaigns Must match existing values in the system. Unmatched values will be left blank (not auto-created). Set these up in Admin → Marketing first. :::

Other Contact Fields

Your Field	Readybuild Field	Notes
Website	website	www.example.com
Notes	notes	Free-form notes
Previous System ID	legacy_id	Keep for reference
Created Date	created_date	2024-01-15
Referral Date	referral_date	2024-01-15
Vendor Classification	vendor_classification	supplier, subcontractor, design, or architect

Custom Fields

Import custom field values by using the custom field name as the column header:

company_name,first_name,last_name,email,Preferred Contact Method,Project Timeline
Smith Residence,John,Smith,[email protected],Email,Spring 2025
Jones Family,Mary,Jones,[email protected],Phone,Summer 2025

Custom field requirements:

• Use exact field name as column header
• Match field name exactly (case-sensitive)
• Supports text, dropdown, date, and checkbox fields

Project Details

Include these fields in the same row as the contact to create a linked project.

Your Field	Readybuild Field	Notes
Project ID	project_id	Required to create a project
Project Name	title
Description	description
Division	division	Must match existing division name
Project Type	project_type	Must match existing type name
Sales Stage	sales_stage	Must match existing stage name
Design Stage	design_stage	Must match existing stage name
Production Stage	production_stage	Must match existing stage name
Lead Source	source	Must match existing source name
Campaign	campaign	Must match existing campaign name
LSWP	lswp	y or n (Lead Safe Work Practices)
Project Note	project_note	Creates a note on the project
Previous System ID	legacy_id	Keep for reference

:::warning Required Field project_id is required to create a project. Without it, only the contact is imported. :::

Team Assignments

Team members are assigned by employee number (not name or email). Find employee numbers in Admin → Team.

Your Field	Readybuild Field	Notes
Salesperson	salesperson	Employee number
Secondary Salesperson	salesperson_2	Employee number
Project Manager	project_manager	Employee number
Estimator	estimator	Employee number
Drafter	drafter	Employee number
Designer	designer	Employee number
Intake	intake	Employee number
Lead Carpenter	lead_carpenter	Employee number
Lead Painter	lead_painter	Employee number
Master Electrician	master_electrician	Employee number
Master Plumber	master_plumber	Employee number
Painting Manager	painting_manager	Employee number

Project Financials

Detailed invoice/payment tracking requires proper contracts and QuickBooks integration. These fields are for summary totals only.

Your Field	Readybuild Field	Notes
Sold Amount	sold_amount	Original contract value
Total Sold Amount	total_sold_amount	Including change orders
Total Collected	total_collected	Typically synced from accounting

Formatting: Numbers only (no $ or commas). Use decimals for cents: 75000.00. Leave blank if unknown — don't use zero.

Project Dates

Your Field	Readybuild Field	Notes
Lead/Created Date	created_date	When record was created
Sold Date	actual_close_date	When contract was signed
Production Start	prod_job_start_date
Production Complete	prod_complete_date
Contract Start Date	prod_contract_start_date
Contract Finish Date	prod_contract_finish_date

Date format: Use YYYY-MM-DD (recommended) or MM/DD/YYYY.

Example CSV

This example shows contact and project data in the same rows:

company_name,first_name,last_name,email,primary_cell_phone,mailing_address1,mailing_address_zip,source,campaign,project_id,title,division,sales_stage,salesperson,sold_amount,actual_close_date,legacy_id
Smith Residence,John,Smith,[email protected],555-123-4567,123 Oak St,53202,Website,Spring 2024,P001,Kitchen Remodel,Remodeling,Won,1001,75000.00,2024-03-15,C001
Jones Family,Mary,Jones,[email protected],555-234-5678,456 Elm Ave,60601,Referral,Spring 2024,P002,Deck Addition,Exteriors,Proposal Sent,1002,25000.00,,C002
Williams Home,Bob,Williams,[email protected],555-345-6789,789 Pine Rd,53703,Home Show,Home Show 2024,P003,Bathroom Update,Remodeling,In Production,1001,45000.00,2024-02-01,C003
Brown Remodel,Sue,Brown,[email protected],555-456-7890,321 Maple Dr,53203,Google Ads,Spring 2024,,,,,,,,C004

Note the last row has no project fields — it imports as a contact only.

Related

• Client Data Import Overview
• Vendor Import