Importing Contacts from Excel

 

Importing Contacts and New Custom Fields

Step 0: Open Audience Management

On the main navigation menu, select Audience & Contacts and then Contacts.

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To get started, click on Import Contacts on the right-hand side of your screen.

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Step 1: Click Import from Excel

Paste all of the relevant data from excel

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Step 2: Click the Pink Button «Import Contacts»

First, choose a name your import. 

Then check the desired boxes;

Automatically create a segment

Activate PUSHTech emails validation (read more about this here)

Skip the first row

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Here only Create Import Segment is selected

Step 3 – Add any new Custom Field

If you need to add any new custom fields (for example Business Traveler, Mallorquin Resident) Click on the blue click here highlighted in yellow below.

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This will open the Custom Field Creator.

Step 3.1: Select a Name

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Step 3.2: Using the format word_word_word (no spaces, no Capitals) Write your Key Name

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Step 3.3: Optional You can add a description.

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Step 3.4:  Select type of field from the drop-down.

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Step 4 – Select Each Category and Skip Unnecessary Columns

Just above each excel column, there is a drop-down bar. It is auto-set to Skip Column, if you have random data that will not be useful to select Skip Column and it will not import data from the column below.

Select the relevant Field/Category for each bit of data.

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**Remember if you (like the below example have pasted your category names click the «Skip first column» checkbox.

Step 5 – Confirm Import

Click the pink button on the upper right-hand side to confirm & finalize the import.

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Note: When you import large to massive quantities of contacts it will prompt you to get an email when it is finished.

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