Multiple contacts can be added at once to Weave by uploading a CSV file of your contacts list into your Weave Portal. Follow these instructions to upload a CSV file to Weave. 

To add contacts individually, follow the steps in Manually Add Custom Contacts for instructions. 

The availability of this feature is dependent on your practice management software.

Formatting Requirements

In order for your CSV file to successfully import, please make sure that your CSV file follows these important formatting requirements:

General File Requirements

The first row of your CSV file spreadsheet must be a header row with column names. 

Required Fields 

Unique ID Must be present. May include both letters and numbers. This value must be unique for each row.
First Name Must be present

Rows in the CSV file missing a valid Unique ID or First Name will not be uploaded.

Additional Optional Fields

Last Name  
Mobile Phone Most formats are supported
Home Phone Most formats are supported
Work Phone Most formats are supported
Email  
Gender Must be one of the following options:
   - male/m
   - female/f
Otherwise, it will be imported as Unknown. 
Date of Birth Most formats are supported

 

Uploading Your CSV File for the First Time

Once you have verified that your CSV file meets all requirements, you will need to upload it to Weave the first time you are adding a contact list through a CSV file. If you are trying to update your contact list, follow the instructions in the section below.

  1. Log into the Weave Portal
  2. Select Customers from the left navigation menu
  3. Click CSV Upload in the dropdown 
  4. Click Add New in the top right corner
  5. Drag and drop your CSV file into the marked area or click to browse and select your CSV file
  6. Once uploaded the CSV Mapping page will load. Give the Data Source a unique name
  7. Match up the required and optional fields to the corresponding column in your CSV file. If this is not your first upload, Weave will remember your previous mapping selection
  8. Click Save once you are ready to upload your CSV
  9. After successfully uploading the file, Weave will indicate the number of rows that were successfully uploaded

If the file has critical (red) formatting errors, you will be directed to a Preview Page.

Once you have corrected any errors in the original CSV file (or directly in your management system and exported a new file), click the re-upload button in the top right corner of the preview and add the updated CSV.

Note: Critical (red) errors can be ignored, but the row with the error will not upload. 

Deleting a contact list will erase any extra information you've added to each contact, such as notes or their history. To preserve this information, update the contact list instead.

Update a Contact List

If you would like to edit or delete a contact that was added through a CSV upload, you must edit their information on the original document and re-upload the CSV. Make sure that the Unique ID stays the same. To do this:

  1. Navigate to Customers and CSV Upload in the left navigation bar
  2. Click on the contact list you would like to update or drag and drop the updated file directly on top of the current list
  3. Continue with the process as you would when creating a new contact list

Rename a Contact List

    1. Click on the More.svg More icon in the bottom right corner of the contact list's tile 
    2. Select Edit

Note: Deleting a contact list will erase the notes or history associated with each CSV contact. If you would like to preserve notes and history for contacts, please use the update option instead.

Choose the Locations the CSV Contact List Will Appear For

  1. Navigate to Data_Sync.svg Data Sync in the left navigation bar
  2. Select the Location Access tab at the top of the page
  3. Select the Carrot_Down.svg dropdown arrow next to the location you would like to update
  4. Check the box next to Contacts for all data source to allow this location to see contacts from all uploaded CSV files or click the dropdown arrow next to the specific CSV file(s) and click Contacts
  5. Click Save
  6. Repeat these steps for as many locations as needed

Additional Troubleshooting

If you do not see the success screen or some of your rows are rejected for formatting errors please check our CSV Troubleshooting page for additional help.

Was this article helpful?