Key takeaways:
- Email address is a unique identifier. An email address can only occur once in the database.
- The first row must be a header row, containing column names, such as "First Name", "Last Name", "Email Address."
- The field separator must be a comma or semicolon (, or ;).
- If there are fields that contain one of those separators, they must be wrapped by quotes (e.g. “val1,val2”).
- Use UTF-8 encoding
The below screenshot shows how to create an Excel or Google Sheets spreadsheet that can easily be exported and imported as CSV.
The column headers are fields that are being supported within your Presspage Mail Contacts. Besides these we also have support for 'Facebook', 'X', 'LinkedIn' and 'Notes' fields so you can store the social media profiles of your contacts as well as some custom notes.
In Excel, choose CSV (comma delimited) when exporting the spreadsheet to CSV. In Google Sheets, this should happen automatically.
When you import a CSV file, our import wizard lets you map the column headers against their values, so names and addresses end up in their correct place. To do this, the wizard will display the first row of values rather than the headers of the file. So if you have a lot of empty columns, this might be confusing. A small workaround is to duplicate your header on the first row, so all values are populated. That would look like this:
As you can see, row 1 and 2 are identical.
After importing, you should see that one 'contact' could not be added.
This 'contact' is of course the duplicated header row. The other contacts will have been added successfully.