Contacts - Import Lists

You can import multiple contacts at the same time using the Import Lists function. This saves time by importing many different contacts at the same time instead of having to input each individually

To use the Import Lists feature, follow these steps:

• From the Admin Panel, select Marketing > Contacts > Import Lists:

• The following screen will show a text field into which you can place your contact information and a breakdown of the different Import Types available for you to use:

• For now, we will create a Simple Import. In the above image we can see that the Data Fields that the Simple Import will understand are email, company name, title, first name, last name and phone number. We simply need to add the data in the same format as the Import Type that is selected expects (in the case of a simple import, email,companyname,title,firstname,lastname,phone). We delimit (separate) each data field with a comma (,) and add each new contact on a separate line. It should look something like this:

• When you have input all your required data, scroll down and check the options available. Ensure that the Data Type is reflective of how you have input your contact data. Make sure that the data is delimited by a comma (,) and then provide a name for this Import Group:

• Press the orange Import button in the bottom right when you are ready. The system will update and you should see a line of green text that tells you that x amount of data has been imported. If you have formatted your data and selected the options correctly, there should be no issue. If it is red, check the formatting of the text matches the Import Type that you have selected and try again: