Import your contacts

Steps

1. 1

   Step 1: Open the importer

   Go to Contacts and click Import. On a phone, it is the upload icon at the top of the page.

   Open the importer
2. 2

   Step 2: Upload your file

   Drop your CSV onto the box, or click the box to choose the file. Files can be up to 10MB. Not sure how to lay it out? Click Download Template for an example file.

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   Step 3: Match your columns

   For each column in your file, pick the contact field it belongs to. Email is required. Then click Preview Import.

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   Step 4: Keep your unsubscribes

   If your file says who has unsubscribed, match that column to Subscription status. If you skip this, everyone in the file is imported as subscribed, and people who opted out would get your emails again.

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   Step 5: Bring SMS consent separately

   Texting consent is not email consent. If your file has a column saying who agreed to texts, match it to SMS consent, then choose the brand they agreed to hear from and confirm they gave it express written consent. An imported yes never overrides someone who already opted out of texts.

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   Step 6: Check the preview

   Envoi shows how many rows are valid, how many are invalid, and how many appear twice in the file, along with the first few rows. Choose what happens to people already in your account: Skip existing contacts or Update existing contacts.

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   Step 7: Import

   Click the Import button, which shows how many contacts will be imported. When it finishes you get a summary of what was added, updated or skipped. Click Done to go back to your contacts.