How do I upload records to TrueNCOA for NCOA processing?

Required Fields

Check out our Input File Guide!

To upload a file, TrueNCOA requires the following data fields:

  • First Name
  • Last Name
  • Address 1
  • City, State or Postal Code
  • Individual ID

We encourage users to include as much information on their upload file as possible, including: Address ID, Address 2, and Postal Code.

Recommended Input Fields
Recommended Input Fields

Please note: We recommend a minimum of 100 records uploaded.

Accepted File Formats

TrueNCOA will accept CSV (comma-separated values), with either TAB or COMMA as the delimiter, and Excel (xls) files for upload. These files can be imported one of three ways: Copy/Paste, Drag/Drop, or File Browsing.


A Comma-Separated Value (CSV) File is a simple file format used to store tabular data, such as a spreadsheet or database. A CSV file, as it's name states, is created by adding commas to separate the data. View a CSV file. CSV files can be created in Excel by saving the table and changing the 'Save as Type' to CSV (Comma Delimited).


A Tab Delimited File is, also, a simple text format for storing data in a tabular structure, such as a spreadsheet or database. This type of file is created by adding tabs between data fields. View a Tab Delimited file. Tab Delimited files can be created in Excel by saving the table and changing the 'Save as Type' to Text (tab delimited).


An Excel File is known as the Binary Interchange File Format (BIFF). Data inside all Office Document files are stored in series of fixed-size streams. All the data is contained in records that have headers, which give the record type and length. View an XLS file.

Head back to our Frequently Asked Questions page to explore more! Thanks for visiting.

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Upload, Paste, or Drag & Drop your data file today for our all-inclusive NCOA services and receive your complimentary TrueNCOA Report - no credit card required.