Import your Contacts and Add to Subscription List at Import

How To Perform your Contacts Import:

1. Navigate to Contacts Management / Contacts
2. In the Settings menu choose Import
3. Click the Browse button to access your computer files
4. Click the Choose File button to browse your computer for the .CSV file
5. Click on the file to Select it and Choose Open
6. Now we are on the Import Mapping and Options Screen
7. First Decide if your CSV file has a header row
8. Next Map each field you see on the left to its matching Database column on the right.
9. Review the Duplicate Checking Options. In most cases, the defaulted is the best one.
10. Select the Subscription List you would like to add this import to (if relevant.)
11. You may also select the categories you want to assign to your import at this time (if relevant.)
12. Click the Import button.
13. The next screen will read back any errors if found.
14. If no errors are found, finalize the import by clicking Close.
15. If you want to go back and fix errors in your file, click Undo the Import to cancel.

NOTE: Although this Chapter is designed to be sequential in its steps, you may jump ahead to a specific topic by visiting the Course Content page for a linked Index. To continue click Next to proceed in sequence.

Related Topics

• Importing Contacts - Formatting Your Import File  
• Importing Contacts - Save Data File as .CSV File Type  
• Importing Contacts - Categorize Contacts on Import  
• Importing Contacts - Assign Member Groups to Contacts  
• Importing Contacts - Before Import Checklist  
• Import your Contacts and Add to Subscription List at Import  
• Import Previous Customers and Invite to Create New Sign In Account Access

Popular Contact Management Topics

• Getting Started - Importing Contacts
• Creating Lists in Contacts
• Find and Edit Contact Information
• Custom Contact Fields
• Sales Force Management via Contact View