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Importing Contacts

So you have a bunch of contacts for us eh? Excellent! Here goes:

Import a CSV of contacts

Go to Contacts. You’ll see the Contact action bar (or whatever you call it, we just came up with that) above the table of contacts. If you have permission to import contacts, then on this bar you’ll see a button to “Import”.

Clicking “Import” will take you to a page where you can import contacts different ways, like from a CSV file or via Google Contacts. For now, we’re just going to talk about CSVs.

To start, click the green “Click Here” button or drag your file into the coupon-shaped area of your screen (Note: please don’t actually clip your screen).

If you add a file that recognizes as 100% pure CSV, you’ll see a pop-up appear (or what we call a “modal” in the biz). It looks like this:

Contact import modal

On this screen, you’ll be able to go field-by-field and make sure the inbound data from your file ends up in the correct system field. Obviously, be very careful here. You don’t want Gender ending up in the First Name field. That would make email personalization really awkward.

Here are the fields you have available to import into

  1. ID
  2. Prefix
  3. First Name
  4. Middle Name
  5. Last Name
  6. Suffix
  7. Nickname
  8. Full/Mailing Name
  9. Birthday
  10. Gender
  11. Rating
  12. Website URL
  13. Do Not Contact
  14. Restricted Contact
  15. Notes
  16. Company/Organization
  17. Job Title
  18. Work email
  19. Home email
  20. Other email
  21. Mobile phone
  22. Work phone
  23. Home phone
  24. Other phone
  25. Work Street
  26. Work Street 2
  27. Work City
  28. Work County
  29. Work State
  30. Work ZIP
  31. Work Country
  32. Home Street
  33. Home Street 2
  34. Home City
  35. Home County
  36. Home State
  37. Home ZIP
  38. Home Country
  39. Other Street
  40. Other Street 2
  41. Other City
  42. Other County
  43. Other State
  44. Other ZIP
  45. Other Country
  46. [Any custom fields on your account can be imported as well]

Additionally, imports with transactions can include the following fields:

  1. Transaction Amount
  2. Transaction Date
  3. Payment Method (allowed values: ‘Account transfer’, ‘Cash’, ‘Check’, ‘Credit Card’, ‘Online’, ‘Wire transfer’)
  4. Transaction Source
  5. Transaction Purpose
  6. Transaction Notes
  7. Thank You Note Sent

There’s a few options to set as you embark on your CSV import adventure. Here they are:

  • Tags: If you want to assign one or more tags to every contact being imported in your file, enter that text here. Note that whether you choose to update existing contacts or not, they’ll receive this tag. So it’s a really quick way to drop a tag on a group of contacts.
  • Update Existing Contacts: On import, checks for existing contacts based on name and email address. Check this box to update existing contacts. Otherwise they will be skipped.
  • Skip Name Matching: checks several fields to see if the imported contact already exists. Checking just on the contact’s name can work for small lists but cause problems with larger data sets. Check this box to disable name-only matching.

Once you have chosen the options you want and matched all of the fields on your csv, you’re ready to import! Just click the green “Import” button at the bottom of the screen and the import process will kick off.

After starting an import, you’ll be able to watch the status of your import on the File Log at