This video tutorial explains how to import existing contacts from an external source into the platform using a CSV file, including preparing the contact list, uploading it, and accurately matching column headers. To keep contacts organized, it’s recommended to save them in separate CSV files when creating multiple lists.
Topics covered:
Guidelines for importing a .csv file, Best practices for migrating contacts to Presspage, Add Contacts to your contact database.
Assignment:
Practice importing a contact list into the platform using a CSV file and explore the available import options: choose a language (if applicable), restrict the user access. Repeat the same steps but start in the lists dashboard and create a new list first.
Chapters:
00:00 Preparing CSV files
00:28 Upload CSV and Map fields
01:00 Import Options
02:12 Import CSV via Lists dashboard
Transcript:
0:00 Preparing CSV files
You can import your existing contacts and contact lists into the platform using a CSV file.
Start by preparing your contact list—download it as a CSV file from your tool, or use Excel or Google Sheets to convert it into one.
If you plan to create multiple lists, it’s helpful to save each group of contacts in a separate file. This will help you stay organized.
0:28 Upload CSV and Map Fields
Next, go to the dashboard and click Add Contacts, then select Import Contacts.
Upload your CSV file and match the column headers to the corresponding contact fields in the platform. Use the pagination to review and confirm that each field is mapped correctly.
Click Next to continue to the import options screen.
1:00 Import Options
If your account supports multiple languages, you can assign or restrict the list to a specific language.
Enable the Update data of contacts if email address already exists option if you want to overwrite existing contact details in the platform.
You can also add contacts to an existing list by selecting it from the dropdown. Alternatively, create a new list by entering a list title.
To control access, check Restrict user access, then choose the users who should have visibility. Only those selected will be able to view, edit, or send campaigns to this list.
Once the import is complete, an import summary report will appear. The contacts will be added to the database, and the list will be visible in the Lists dashboard.
2:12 Import CSV via Lists Dashboard
You can also import contacts directly via the Lists dashboard.
Click Create a new list, then fill out the list details. Once the list is created, open it and select Import a contact list.
Upload your CSV file and follow the same steps described earlier to complete the import.