Contact data from your CSV file must be organized and formatted in a specific way so that Neos can accurately import each entry.
Refer to the following acceptable formats for Checkbox, Date, Phone, and Yes/No, fields. Also included are Address and Email account character limitations.
Null (empty) values in any of the following fields will be considered valid. This means that if an entry is missing a date, the entry will still be imported into Neos.
Checkbox Fields
Checkbox fields such as "Call?", "Default (Party -1)", or "Income Verified" exist in the standard Neos Case Type and can be added as user-defined fields on a firm's Case Type. Fields of this type should use the following formats.
T
F
True
False
TRUE
FALSE
Y
N
Yes
No
YES
NO
Date Fields
Date fields such as Date of Birth (D.O.B) or Date of Death use the following date formatting.
YYYY-MM-DD or YYYY/MM/DD
• Year-Month-Day with leading zeros, e.g., 2021-09-28
• Year/Month/Day with leading zeros, e.g., 2021/09/28
M/D/YY
• Month/Day/Year without leading zeros, e.g., 9/28/21
M/D/YYYY
• Month/Day/Year without leading zeros, e.g., 9/28/2021
MM/DD/YY
• Month/Day/Year with leading zeros, e.g., 09/28/21
MM/DD/YYYY
• Month/Day/Year with leading zeros, e.g., 09/28/2021
Phone Fields
Phone fields for any type of phone number associated with a Contact should be listed in the following acceptable formats. The Phone Extension field will be truncated at 20 characters at the time of import so data can still be added into Neos.
XXX-XXX-XXXX
XXXXXXXXXX
(XXX) XXX-XXX
Yes/No/?/N/A Fields
Fields that request an answer of "Yes", "No", "?", or "N/A", such as "Deceased" will accept the following formats.
Y
N
Yes
No
YES
NO
?
n/a
N/A
Address Fields
Address fields have the following character limitations and will be truncated at the time of import so data can still be added into Neos.
Salutation – 100
Company – 100
Address 1 – 100
Address 2 – 100
City – 25
State – 3
Zip Code – 10
County – 25
Country – 25
Email Account Field
The Email field will be truncated to 256 characters at the time of import so data can still be added into Neos.
If data is formatted incorrectly in your CSV file when the Import process has started, you will see an Invalid Data window showing the issue(s), e.g., too many digits in a phone number. Fields with invalid data from the listed entries will NOT be imported, however, the remaining data from that entry row will be imported when the Import button is clicked. Or, click cancel to verify field mappings and/or data formatted in your CSV file.
If the invalid field is a required field, e.g., Last Name, or if all mapped fields are empty, Neos will omit the entire entry from import.