Step 6 - Import Contacts

Modified on Tue, 28 Feb 2023 at 07:28 AM


Prepare Your Contacts For Upload
Contacts must be formatted as a CSV file in order to upload to your database. Name each of your columns such as Name, Email, Phone, and so on. Google sheets is a great easy way to prepare these files. When you have your contacts in the spreadsheet, select File, Download, and select CSV format.


Import Your CSV File
Navigate to Contacts on the left menu. Click on the Import button which is the button with the area pointing up. Drag and drop your file onto the screen or select Upload and select your file. Click Next. Make sure to match the data to the correct fields. Click Next. Give your import a name and click on additional options. Add a tag to your contacts so that they can be segmented in their own list. Once imported, create a smart list. Follow the video for more detailed instructions.

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