Importing Contacts

In this article, you will learn the two ways to import your list of contacts 1) Upload a csv file or 2) Copy and Paste

Lee Lim (Admin)

4 months ago

Lee Lim (Admin)

Overview

 

There are two ways which you can import your list of contacts:

  1. Upload a CSV file
  2. Paste from file

 

Method 1 – Upload a CSV file


 

STEP 1: 

Upload: CSV, XLS, XLSX up to 10MB.  Download a Template to see a sample of CSV file format.

Click Browse File to upload your list

Please ensure that the top row of the file has the following column names and in the same sequence as given below.

  • Column 1: First name
  • Column 2: Last name
  • Column 3: Email address
  • Column 4: Mobile number – optional field
  • Column 5: DOB – optional field

If you do not want to fill any optional field then use "#". For Example First Name, Last Name, Email,#,#,#

 

STEP 2: 

  • Once done, give your list a name for future reference
  • Select the Group and List which you want all these contacts to be assigned to once imported.

 

STEP 3:

  • Select the Welcome Letter which will be received by all the contacts which are being imported.
  • Make sure you have permission to send emails to the contacts you are importing.

 

STEP 4:

Once you are ready to import the list click Import Now button

 

The import popup box will appear once the import is completed and will provide a summary of the import statuses.

 

Method 2 – Copy and Paste


You can add multiple contacts by pasting or enter the details for each contact on a new line.  Each field should be separated with a comma “,”. 

 

Example:

First Name,Last Name,Email,Mobile,DOB,Gender

Joe,Blog,joeblog1@gmail.com,02-09-1970,Male

Jane,Smith,jane-smith@yahoo.com,24-04-1997, Female

The following fields are optional:

  • Mobile
  • DOB
  • Gender

 

Please note:
If you do not want to fill any optional field then use "#".
For Example First Name, Last Name, Email,#,#,#

 

List Details

Once done, give your list a name for future reference

Select the Group and List which you want all these contacts to be assigned to once imported.

 

Personalise Welcome Letter To Contact

Select the Welcome Letter which will be received by all the contacts which are being imported.

Make sure you have permission to send emails to the contacts you are importing.

Once you are ready to import the list click Import Now button

 

Import Summary

The import popup box will appear once the import is completed and will provide a summary of the import statuses.


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