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Keep the following items in mind when creating your client file:

• Only csv file format is supported for upload into MetaField
• File must contain the following fields, separated by a comma: Client Name, Address. Address Line 2, Address Line 3 (note that Address Line 2 and 3 are required even if null, the CSV file just needs to include the null values separated by commas), City, State, Postal Code, Phone Number (note that phone number is optional and may be omitted but you should leave a blank in the file if you are using External Id), External Id  (note that External Id is optional and may be omitted - this is only needed for customers using MetaField in a hybrid model and if used must be unique), Client Address 2, Client Address3
• If a comma is needed for one of these fields (e.g., Client Name is ABC Company, Inc), you need to enclose the entire field in quotes ("ABC Company, Inc").
• Your file should not NOT contain headers 

While uploading client records, MetaField will not upload Clients that may be duplicate records. During this process, it looks records that match the Client name and Address exactly. If duplicate records are found, you will be prompted and can view the duplicate records at the end of the upload process.