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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.

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.
  • Import Transactions: makes special fields available for imports that include transactions such as donations or sales. Check this box to make those fields available.
  • 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