PubGizmoSysop: Claude re-edit

2026-06-05T17:54:46Z

Claude re-edit

@@ Line 3: / Line 3: @@
 The Contacts sheet records individual people associated with your titles and contracts — authors, translators, editors, literary agents, estate executors, and so on. Each row represents one person.
-== Column Notes ==
+== Columns ==
-=== First Name, Last Name ===
+=== Column A — Honorific ===
-Use the contact's real or legal name — the name you would make a cheque out to.
+Optional. Enter the contact's honorific or title (e.g., ''Mr'', ''Ms'', ''Dr'', ''Prof'').
-'''MATCH WARNING:''' The contact's name as entered here must be matched exactly on the [[Onboarding Import: Contracts|Contracts]] sheet wherever this person appears as a contract holder or estate contact.
+=== Column B — Pronouns ===
-=== Pen Name(s) ===
+=== Column C — First Name ===
 If the contact publishes under a name or names other than their legal name (i.e., a [[wikipedia:Pen_name|pen name, pseudonym, or ''nom de plume'']]), enter those names here. Separate multiple pen names with a '''semicolon'''.
-=== Organization ===
+=== Column G — Organization ===
 Enter the name of an affiliated organization only if it is relevant to this contact's data. For example, if this contact is a literary agent, enter the name of their agency here. PubGizmo will create the Organization record and link it to this contact automatically.
-'''MATCH WARNING:''' If this organization also appears on the [[Onboarding Import: Organizations|Organizations]] sheet, the name must match exactly.
+<span style="color: #E6A817;">'''Match Warning'''</span> — If this organization also appears on the [[Onboarding Import: Organizations|Organizations]] sheet, the name must match exactly.
-Also fill in the '''Contact's Role at Org''' column to indicate what role this person holds at that organization (e.g., ''Literary Agent'', ''Director'').
+<span style="color: #E6A817;">'''Match Warning'''</span> — This name must exactly match the first and last name of another contact as entered on this sheet.
-=== Deceased ===
+=== Column V — Estate Organization ===
-Enter '''1''' if this contact is deceased. If applicable, also fill in one or both of the following columns:
+If the estate is managed by an organization rather than (or in addition to) an individual, enter the organization's name here.
-* '''Estate Contact:''' The name of the person (another contact record) who manages the estate or acts as executor or beneficiary.
+<span style="color: #E6A817;">'''Match Warning'''</span> — If this organization appears on the [[Onboarding Import: Organizations|Organizations]] sheet, the name must match exactly.

PubGizmoSysop: Claude conversion from PG site

2026-06-04T23:27:24Z

Claude conversion from PG site

New page

''Part of the [[Onboarding Import: Introduction|Onboarding Import]] series.''

The Contacts sheet records individual people associated with your titles and contracts — authors, translators, editors, literary agents, estate executors, and so on. Each row represents one person.

== Column Notes ==

=== First Name, Last Name ===
Use the contact's real or legal name — the name you would make a cheque out to.

'''MATCH WARNING:''' The contact's name as entered here must be matched exactly on the [[Onboarding Import: Contracts|Contracts]] sheet wherever this person appears as a contract holder or estate contact.

=== Pen Name(s) ===
If the contact publishes under a name or names other than their legal name (i.e., a [[wikipedia:Pen_name|pen name, pseudonym, or ''nom de plume'']]), enter those names here. Separate multiple pen names with a '''semicolon'''.

=== Organization ===
Enter the name of an affiliated organization only if it is relevant to this contact's data. For example, if this contact is a literary agent, enter the name of their agency here. PubGizmo will create the Organization record and link it to this contact automatically.

'''MATCH WARNING:''' If this organization also appears on the [[Onboarding Import: Organizations|Organizations]] sheet, the name must match exactly.

Also fill in the '''Contact's Role at Org''' column to indicate what role this person holds at that organization (e.g., ''Literary Agent'', ''Director'').

=== Deceased ===
Enter '''1''' if this contact is deceased. If applicable, also fill in one or both of the following columns:

* '''Estate Contact:''' The name of the person (another contact record) who manages the estate or acts as executor or beneficiary.
* '''Estate Organization:''' If the estate is managed by an organization rather than an individual, enter the organization's name here.

Onboarding Import: Contacts - Revision history

PubGizmoSysop: Claude re-edit

PubGizmoSysop: Claude conversion from PG site