Importing Directory Contacts
Import adjusters, appraisers, carriers, and umpires from CSV files.
If you have been appraising for years, you probably already have a list of carriers, adjusters, opposing appraisers, and umpires somewhere. Maybe a spreadsheet, maybe an export from QuickBooks, maybe contact cards in your phone. Re-entering all of that into AwardLettr by hand is a non-starter, especially if there are hundreds of records.
CSV import lets you bring your existing contact data over in one shot. Upload the file, map the columns to AwardLettr fields, review the preview, and the records land in your directory. You get to keep your historical contact list and your future cases benefit from clean dropdown selection from day one.
This is for new AwardLettr users migrating from another system, and for existing users who acquire a spreadsheet of contacts (maybe from a colleague, maybe from a TPA roster). Anyone with more than 20 records to add at once should reach for import instead of typing.
If you are migrating from another system or have a spreadsheet of contacts, you can bulk-import them into your AwardLettr directory using CSV files. This avoids entering records one by one.
Supported Contact Types
- Adjusters
- Appraisers
- Carriers
- Umpires
How to Import Contacts
Go to the directory page for the contact type
Navigate to Directory, then select Adjusters, Appraisers, Carriers, or Umpires.
Click "Import"
Find the Import button near the top of the directory list.
Upload your CSV file
Click "Choose File" and select your CSV. The file must use UTF-8 encoding.
Map columns
Match each column in your CSV to the corresponding field in AwardLettr. Required fields must be mapped before you can continue.
Review the preview
AwardLettr shows a preview of the records to be imported. Check for any errors or warnings.
Confirm the import
Click "Import" to finalize. Imported contacts appear in your directory immediately.
CSV Format Requirements
| Requirement | Details |
|---|---|
| File format | CSV (comma-separated values) |
| Encoding | UTF-8 |
| Header row | Required — first row must contain column headers |
| Required fields | Varies by contact type; at minimum a name field is required |
| Date format | YYYY-MM-DD recommended for date fields |
| Phone format | Any standard format is accepted (e.g. 555-123-4567 or (555) 123-4567) |
Download a Sample CSV
Handling Duplicates
During the review step, AwardLettr identifies potential duplicate records by comparing names and email addresses. For each duplicate found, you can choose to:
- Skip — do not import the record (keep the existing one)
- Overwrite — replace the existing record with the imported data
- Import as new — create a separate record alongside the existing one
Overwrite Is Permanent