Uploading contacts through a CSV file is the first step to generating personalized certificates, launching campaigns, or managing leads efficiently within MixCertificate. To ensure a successful upload, it’s essential to understand which fields are required and which ones are optional.
Download Sample CSV
Use the sample file below as a reference for formatting your CSV correctly:
Mandatory Fields
The following fields must be included in your CSV for each contact:
-
firstName -
lastName -
businessEmail
If any of these fields are missing or improperly formatted (e.g., invalid email address), your upload may fail.
Optional Fields
These fields are not required but can be included to enrich the contact record and enable better segmentation, personalization, and reporting:
| Field Name | Description |
|---|---|
fullName |
Contact’s full name |
jobTitle |
Contact’s job title |
companyName |
Name of the company |
companySize |
Size of the company |
phoneNumber |
Business phone number |
personalPhone |
Personal phone number |
personalEmail |
Personal email address |
website |
Contact’s website URL |
linkedin |
LinkedIn profile URL |
facebook |
Facebook profile URL |
twitter |
Twitter profile URL |
blog |
Blog URL |
birthday |
Birthday (format: DD/MM/YYYY) |
city |
City of residence |
state |
State/Province |
country |
Country |
serviceInterest |
Interested service or product |
industry |
Industry sector |
source |
Lead source |
referral |
Referral status (true/false) |
contactStatus |
Status of contact (e.g., New, In Progress, Closed) |
preferredContactMethod |
Preferred method of contact |
tags |
Comma-separated tags |
