Before you get started

• Make sure you have access to the Messaging Menu
• Have created a list
• Make sure you have CSV files ready to import, refer to import data formatting requirements HERE
• When importing 'State', the correct 'Country' data must be included in the CSV file too otherwise the data won't be recognized
• Please note: to include Custom Fields in your import, you must create the Custom fields before importing. Click HERE to start creating

Importing contacts to a List

• Go to the Messaging Menu
• Create a List
• Once your list has been created, click Import Contacts

Format Options:

• Select the Date format (US or International) 

Contact Options: 

• Select the List you want to add contacts to 
• Add any tags (type to create new tags or type to search for existing tags) 
• Click Continue

• Select the CSV file for import

• Map the columns to the correct fields
• For Custom Fields, select an existing Custom Field and map it to the correct data type

Example:

• *Please note that if 'first and last name' are in the same column, the system will split the column into two to meet the formatting requirements

• If there are any formatting errors in your CSV file, the system will display the errors
• *Ensure there are no brackets () in Mobile numbers, otherwise an error will appear like below:
  
• Select Delete ALL rows with errors to clean your file

• Click Import

Automatically adding mobile country codes

• Ensure you have included a Country column in the import
• Next to the mobile number, click on the yellow icon and select "Accept for ALL cells" 
• The country code will then be added to all valid mobile numbers

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Still need help?

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