Importing Data into Daylite from a CSV or TSV File

The Daylite CSV/TSV importer lets you bring records into Daylite from spreadsheet files. You can import People, Companies, Opportunities, Projects, Tasks, Appointments, Notes, and Forms — mapping each column in your file to the corresponding Daylite field. The importer also supports updating existing records by matching on Unique fields, so you can use it both for initial data migration and for ongoing data updates. The CSV/TSV importer is available on Mac only.

Key facts:

• Access the importer via File > Import > Import from Spreadsheet
• Supported record types: People, Companies, Opportunities, Projects, Tasks, Appointments, Notes, labeled "Memos" in the importer UI, and Forms
• Each column in your file — the Source — maps to a Daylite field — the Destination.
• Marking a field as Unique tells the importer to match against existing records and update them instead of creating duplicates
• Fields labeled "Overwrites" replace existing data on matched records
• Import Profiles let you save and reuse field mapping configurations for repeated imports

Before you start: To import contacts from Apple Contacts or a vCard file rather than a spreadsheet, see Importing Contact Information.

What Can You Import into Daylite?

The Daylite importer supports the following record types:

Record type	Notes
People	Contact records for individuals
Companies	Organization records
Opportunities	Sales pipeline records
Projects	Project records
Tasks	Task records
Appointments	Calendar event records
Notes	Labeled "Memos" in the importer UI
Forms	Requires selecting a specific Form template — see below

When you select a record type from the Kind dropdown, the list of available Destination fields changes to match that type. For example, selecting People shows fields like First Name, Last Name, and Primary Phone, while selecting Opportunities shows fields like Opportunity Name, Value, and Probability.

When importing Forms, an additional dropdown appears to choose which Form template to import into. This is the only record type that requires selecting a template before mapping fields.

How Do You Import Records from a CSV or TSV File in Daylite?

To import records from a spreadsheet file:

1. Go to File > Import > Import from Spreadsheet.
2. Click Browse and select the CSV or TSV file you want to import.
3. Select the record type from the Kind dropdown, for example: People, Companies, or Opportunities.
4. Map each Source column to a Destination field in Daylite. See How does field mapping work in the Daylite importer? for details.
5. Optionally, mark fields as Unique if you want the importer to match against existing records. See How do Unique fields work in the Daylite importer? for details.
6. Click Preview to review the mapping summary.
7. Click Import.

Tip: Do a small test import first with five to ten records. Verify the mapping is correct before importing a large file. The Daylite interface is locked during an import — you cannot use Daylite until the import completes.

After the import completes, you can find your newly imported records under Last Import in the relevant section of the Daylite sidebar.

How Does Field Mapping Work in the Daylite Importer?

Field mapping tells Daylite which column in your spreadsheet corresponds to which field in a Daylite record. The mapping interface displays each mapping as a row with the following components:

Source is the column from your spreadsheet. The importer reads the first row of the file and uses the column headers as Source labels. If the first row does not contain headers, the importer displays column numbers instead.

Destination is the Daylite field where the imported data is stored. The available Destination fields depend on the record type you selected in the Kind dropdown. For example, People records have fields like First Name, Last Name, and Primary Phone; Opportunity records have fields like Opportunity Name, Value, and Close Date.

Label is an additional selector that appears for certain Destination fields. For example, when mapping a phone number on a People import, you can assign a label such as Work, Mobile, or Main. Address fields also have label selectors.

Some Destination fields are listed as "Extra" fields. An Extra field in Daylite is a custom field. When you select an Extra field as the Destination, an additional input appears where you enter the name for the custom field — this name is what appears on the record in Daylite.

Three buttons at the bottom of the mapping interface let you manage your field mappings:

• Remove (–) drops a selected mapping row so that column is not imported
• Add (+) creates a new mapping row so you can map an additional column
• Profile opens the Profile menu for saving and loading mapping configurations

Field wrappers are characters (typically quotation marks) that enclose field values in a CSV file. They tell the importer where a field begins and ends, which is necessary when a field value itself contains the delimiter character — for example, a comma inside an address within a comma-separated file. In most cases, the default wrapper settings work correctly. You can customize the field wrapper character if your data requires it.

Individual Salutations is a language-specific field that appears in the Destination list only when Daylite is set to German. It reflects a cultural convention for formal address.

How Do Unique Fields Work in the Daylite Importer?

A Unique field is a field the importer uses to match incoming records against existing records in Daylite. When you check the Unique checkbox on a field mapping, the importer compares each row in your file against all existing records. If it finds a record where every Unique field matches, it updates the existing record instead of creating a new one.

This means the importer can be used for two purposes: creating new records and updating existing records with new data.

Example: You previously imported a list of People with first names, last names, and email addresses. Later, you receive a new file that includes phone numbers for the same people. You can import the new file with First Name and Last Name marked as Unique. The importer finds the matching records and adds the phone numbers to the existing records instead of creating duplicates.

The "Overwrites" label appears next to certain Destination fields. This means that if the existing record already has data in that field, the import replaces the old value with the new one. For example, if a record already has a primary phone number and the import file contains a different phone number mapped to Primary Phone (Overwrites), the existing phone number is replaced.

Recommendations for Unique fields:

Mark as many fields as Unique as practical. First Name and Last Name alone are not infallible — common names, or the same name appearing twice in your database, can cause incorrect matches. Adding Primary Email as a Unique field alongside First Name and Last Name produces more reliable results.

Source Import ID is the most reliable unique identifier, because it is a system-level ID that uniquely identifies a single record. However, records do not have Source Import IDs by default — they must be assigned through a prior import.

What Are Import Profiles in Daylite?

An import Profile is a saved field mapping configuration. Profiles are useful when you perform the same type of import repeatedly — for example, importing a standardized contact list from another system on a weekly or monthly basis.

The Profiles menu at the bottom of the mapping interface includes four options:

• Save Profile saves the current mapping configuration
• Load Profile opens a previously saved Profile
• Save Profile As saves the current mapping as a new Profile
• New Profile clears all mappings and starts a blank configuration

What Is Keyword Split by String in the Daylite Importer?

Keyword split by string is a setting that tells the importer how to handle a column containing multiple Keywords in a single cell. If your spreadsheet stores multiple Keywords in one field separated by a delimiter character, you can specify that delimiter so Daylite splits the value into individual Keywords.

Supported delimiters include commas, plus signs, and equal signs. The importer applies the specified delimiter only to the field mapped to Keywords.

Best Practices for Importing Data into Daylite

1

Do a small test import first. Import a file containing five to ten records to verify your field mappings are correct. Confirm the data appears in the right fields on the right record type before importing a full file. This avoids misaligned data on large imports that can take significant time.

2

Clean your data before importing. Remove unnecessary rows, empty columns, and inconsistent formatting. Make sure column headers in your spreadsheet are clear and map obviously to Daylite fields. Consistent data produces cleaner imports.

3

Understand that the interface locks during import. You cannot use Daylite while an import is running. For large imports — thousands or tens of thousands of records — plan the import for a time when you do not need to use Daylite.

4

Expect a larger sync after big imports. When you import a large number of records, the next sync with Daylite Cloud may take longer than usual. You may see a sync indicator while this completes.

5

Use Unique fields when updating existing records. If you are importing data to update records that already exist in Daylite, mark the identifying fields (such as First Name, Last Name, and Primary Email) as Unique so the importer matches and updates instead of creating duplicates.

Frequently Asked Questions

Can you import records other than Contacts into Daylite?

Yes. The CSV/TSV importer supports People, Companies, Opportunities, Projects, Tasks, Appointments, Notes, and Forms. Select the record type from the Kind dropdown before mapping fields.

What happens if you import a record that already exists in Daylite?

If you have marked fields as Unique, the importer matches the incoming record against existing records. When all Unique fields match, the importer updates the existing record with any new data from the import file instead of creating a duplicate. Fields marked "Overwrites" replace existing values.

Why does the importer show column numbers instead of column names?

The importer reads the first row of the file as column headers. If the first row contains data instead of headers, the importer displays column numbers as the Source labels. Add a header row to your file before importing if you want descriptive Source labels.

Does importing Forms work differently from importing other record types?

Yes. When you select Form as the record type in the Kind dropdown, an additional dropdown appears where you select which Form template to import into. This determines which fields are available as Destinations. No other record type requires this additional selection.