Onboarding Import: Contacts

Part of the 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 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 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 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.