Importing Contacts from a File
Last updated
Last updated
Drag and drop the file into the designated area or click on the gray field to upload it manually.
After uploading the file, you'll see a summary that includes:
File name
Number of rows
Separator: ;
Below the summary, you'll see how the system has matched columns from your file to system fields:
The system automatically matches columns with the same names.
For columns with different names, you can bind them manually.
Bind a File Field (column name from your CSV file) with the appropriate Platform Field.
Click the Bind the Field button.
Available Platform Fields:
Mobile Phone
First Name
Last Name
Company Name
To add a custom field for personalization, click the Add New Field option. You can also configure custom fields in the Contacts -> Additional Fields tab.
After binding fields, click Confirm File to proceed.
Select the appropriate options:
Import to a new or existing group Choose whether to add contacts to a new group or an existing one.
Import only new or all contacts Decide whether to upload only new contacts that don't already exist in the account or all contacts from the file.
Update existing contacts Specify whether existing contact data should be updated based on the file (Yes/No).
Click Import to start the process.
