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.
Overview video
Watch this short video to see the process of uploading contacts from a CSV file to Weave.
Formatting Requirements
Your CSV file must be formatted correctly for successful upload. 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.
- Make sure there are no special characters or extra spaces in any of the cells in your CSV file. Special characters and extra spaces can cause your CSV file upload to fail.
Required Fields
| Unique ID | May include both letters and numbers. No spaces or special characters. This value must be unique for each row. |
| First Name | No spaces, special characters, or numbers |
| Last Name | No spaces, special characters, or numbers |
Each contact must also include either a Mobile Phone or Home Phone.
Additional Optional Fields
| Mobile Phone | No spaces or special characters (required if no Home Phone) |
| Home Phone | No spaces or special characters (required if no Mobile Phone) |
| Work Phone | No spaces or special characters |
| Ex: email@gmail.com | |
| Gender | Must be one of the following options: - male/m - female/f Otherwise, it will be imported as Unknown. Values are case sensitive. |
| Date of Birth | Format: YYYY/MM/DD or YYYY-MM-DD. Ex. 1980-05-21, 1999/11/25. |
Invalid rows will not be uploaded. Valid rows will be uploaded. The first row is a header row and must contain column names.
Uploading Your CSV File
Once you have verified that your CSV file meets all requirements, you will need to upload it to Weave. Follow these instructions to upload your .CSV file into your Weave Portal.
Tip: For best results use Google Chrome. Windows Explorer is not supported by this application.
- Log into your Weave Portal
- Select
Customers from the left side menu - Select CSV Upload
- Verify that your CSV file meets the formatting requirements and contains the required fields
- Drag and drop your CSV file into the marked area or click to browse and select your CSV file
- Match up the required fields to the corresponding column in your CSV file
- Match up any of the optional fields that are on your CSV file
- When everything is matched up the way you would like, click Upload CSV
- Scroll down to preview any records Weave identifies that may need to be modified.
- If there are records that need to be modified, make the necessary modifications on your CSV file and repeat steps 3-8 to re-upload your file.
- If there are no records that need to be modified, click Upload CSV to upload the file.
Weave will let you know when your file has been successfully uploaded. Weave will also alert you of any files that were not uploaded due to formatting errors. If needed, correct any formatting errors found and re-upload.
If you would like to add a CSV to multiple of your offices, start by logging into the Weave Portal.
- Navigate to your parent location through
Office Locations in the left navigation bar - Select
Data Sources in the left navigation bar - Click Add Data Source + on the top right of the screen
- Select the CSV Upload bubble
- Verify that your CSV file meets the formatting requirements and contains the required fields
- Drag and drop your CSV file into the marked area or click to browse and select your CSV file
- Match up the required fields to the corresponding column in your CSV file
- Match up any of the optional fields that are on your CSV file
- When everything is matched up the way you would like, click Upload CSV
- Scroll down to preview any records Weave identifies that may need to be modified.
- If there are records that need to be modified, make the necessary modifications on your CSV file and repeat steps 3-8 to re-upload your file.
- If there are no records that need to be modified, click Upload CSV to upload the file
Weave will let you know when your file has been successfully uploaded. Weave will also alert you of any files that were not uploaded due to formatting errors. If needed, correct any formatting errors found and re-upload.
Choose the Locations the CSV Will Appear
- Navigate to Data Sources in the left navigation bar
- Select the Location Access tab at the top of the page
- Select the
Dropdown Arrow next the the location you would like to see the CSV - Click
Edit Location on the right side - Click to toggle on
the CSV for that location - Save your changes
- Repeat these steps for as many locations as needed
Tip: If you are updating a CSV by uploading a new version, deleting the original from Weave after completing these steps will erase the notes or history associated with each CSV contact.
Update a CSV
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. To do this:
- Navigate to Data Sources in the left navigation bar
- Click on the Settings icon next to the CSV that needs updated
- Select Update to choose the new file and continue to follow the upload instructions
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.