Table of Contents

A. Preparing CSV Files for Upload Data

Overview

CSV File Structure

Text Editor View of a CSV Data File

Tips for Manipulating CSV Files

Editing CSV Files in a Spreadsheet or Text Editor

Data File Preparation

Basic Data Checking

B. Address Data Fields

How to Read this Table

C. Predefined Company Data Fields

How to Read this Table

D. Predefined Membership Data Fields

How to Read this Table

E. Predefined User Data Fields

How to Read this Table

F. Field Types

G. Kavi Members Report Types

H. Kavi Members Default Roles

I. Kavi Members Default Types

Company Types

Contact Types

User Types

J. Kavi Members Default Scheduled Email and Templates

Scheduled Email About Companies

Scheduled Email About Company Memberships

Scheduled Email About Company Representatives

Scheduled Email About Individual Memberships

Scheduled Email About Users

Default Email Templates (Not Scheduled)

K. Kavi Members Email Template Variables

Overview

Company Representative Account Template Variables

Company Template Variables

Organization Template Variables

Membership Template Variables

User Template Variables

L. Company and User Purpose Compatibility