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Last Updated: 11/04/2022
Last updated: September 2025
Bulk import helps you bring in Client and/or Vendor data into MyOpenGuild quickly, instead of adding them one by one.
This guide explains how to prepare your file and what to expect during import.
When preparing your file for import into MyOpenGuild:
• File formats supported: .csv, .xlsx, .xls
• One sheet per file (no multiple tabs).
• Header row required: Each column must have a header that matches a MyOpenGuild property (e.g., Full Name, Legal Business Name, Email, Phone, Address). • Encoding: Use UTF-8 if your data contains special or foreign characters. • Column limit: Up to 1,000 columns.
• File size limit:
o Up to 20MB per file.
Depending on what you’re importing, you’ll need at least one of the following:
• Full Name: Company Name
• Legal Company Name: Legal Company name or Company domain
• Email: Contact email
• Phone: +1 (111)-111-1111
• Address: Company address
You must include a unique identifier such as Email.
• Include a unique identifier -Email.
• Without unique identifiers - Email, MyOpenGuild will create duplicates.
MyOpenGuild allows you to associate records during import (e.g., link a contact as a vendor or as a client).
• Single file import: Include columns for both objects (e.g., Contact Email, Company Domain).
Example:
Full Name|Legal Business Name|email|Address|Telephone Number
Company A, Company A, Client@gmail.com, 1 Street, City, ST, Zip, 1 (123)-456-7890 Company B, Company B, Vendor@gmail.com, 2 Street, City, ST, Zip, 1 (123)-456-7890
• Blank cells are ignored (they will not overwrite existing data).
• To clear a property value, edit the record manually after import.
Save your file as .csv or .xlsx
One sheet only
Include header row with correct property names
Double-check formatting