Import Contacts

Importing all of your contacts into one system allows you to effectively keep in touch with all your contacts, build relationships, and win more business. You can import contacts from a CSV file (which is the most common), or you can import from the following sources:

• Google Contacts
• Office 365

CSV Import

When importing a CSV file, you can create a custom contact list, or you can export contacts from other online programs - just make sure you save your list as a Comma Separated File (CSV).

Now, there are two very important parts to the process, and you'll want to start from the beginning to ensure a successful import:

1. Preparing Your List for Import
2. Uploading & Importing Your List

Not using Microsoft Excel?

• If you're using Numbers: Click on "File > Export As > Windows CSV"
• If you're using Excel for Mac: Click on "File > Save as > Specialty Formats > Windows CSV"
• If you're using anything else: Get a Google Sheets account and use that for your import

Preparing Your List for Import

Quick Tips

• Each contact in your import file must have at least a first name, last name, and either an email address, complete physical address, or home phone number. All other columns are optional.
• If you are importing a birthday or purchase anniversary, you may need to format the cells in your spreadsheet. The required format is YYYY-MM-DD (example: 1980-04-16). 
• You can import 10 - 4,999 contacts per import. Also, you can import multiple files per day.
• The maximum number of contacts you can import into your system is a total of 15,000.
• Organize your import file(s) by Status, Type, and Group before you import them into the system.

Uploading & Importing Your Contact List

Quick Tips

• You can choose how to map each column to a specific field in your system, so you don't have to spend time trying to match up your column headers.
• The Status, Type, and Group selections you make will be applied to all of the contacts in the file that you are importing.
• It can take up to an hour for the system to process and import your file.
• You can see the status of your imports by clicking the View Import History button.
• You can download a list of contacts that failed to import, so you can fix the errors that caused them to fail, and then upload & import that list.
• If there are errors in the first 10 rows of your list, you’ll see a message next to the field that has the error; click the Edit link for that field, you’ll see what the error is.
• The most common errors are: a required field is missing, an email address is invalid, or the contact already exists in your system.

Google Contacts Import

To do a one-time import from Google, first select Google Contacts from the menu.

Next, select the contact status, type, and group for your Google Contacts, then click Next.

Then check the box to verify all of these contacts are not from a purchased email list, then click the Import button.

You'll be prompted to enter your Google login and password, and then once you enter your credentials, your Google import will start.

Office 365

To do a one-time import from Office 365, first select Office 365 from the menu.

Next, select the contact status, type, and group for your O365, then click Next.

Then check the box to verify all of these contacts are not from a purchased email list, then click the Import button.

You'll be prompted to enter your Office 365 login and password, and then once you enter your credentials, your import will start.