Uploading New Contacts in Bulk

Bulk uploads of contacts to your portal are supported. 

A quick way to add contacts is to upload a contact list from a file. The file must be in XLS, XLSX, TXT, or CSV format, and a maximum size of 5MB. To ensure that the file you upload conforms to the current format, you can export your contact list to use as a template. For more information, see Exporting a List of Contacts. A sample spreadsheet is attached to this article.

1. Navigate to your Contacts page.
2. Click Add Contacts in the upper left of the screen.

3. Click File Import.

   

4. In Upload Contacts, provide the following information:
   1. Click Upload to select the file to import.
   2. If the file has a header row, check the File contains a header row option.
   3. Choose whether to add the contacts to a Contact List. These are the options:
      • Choose an existing Contact List from the drop-down list
      • Choose Do not import to a Contact List
      • Click Create New to create a new Contact List and add the contacts to it

   4. If required, set the Opt-In Authorization status for the contacts. This setting may have been enabled by your administrator. For more information, see Manage Opt-In for Emails to Contacts.

      You can choose to automatically grant opted-in status to all the contacts in the list, or send each one an email asking them to opt-in/opt-out of email communications.

      Be sure to read our Sender Permission guidelines. Sending emails to contacts who have not opted-in to receive emails from you can result in suspension or termination of your portal account.

5. Click Import.

   

6. If the file contains a header row, you're asked to map the header columns to data fields. This  confirms which contact field in portal records should be populated with the values from each field in the upload file.

   If a column is named the same as a standard contact field (eg. Email), a suggested mapping is added automatically. You can change it if required.

   Columns with unrecognised names have Ignore Column set as a default. You can choose to include the field in the import by selecting a mapping to a field (standard or custom contact field).

   Standard fields are listed in the General area of the drop down list

   Custom fields are shown in the Custom area of the drop down list.

   For information about custom Contact Fields, see Contact Fields.

   

   If you don't see your desired field in the drop-down, you can create your own.

   Important

   Bypassing the mapping step or incorrectly mapping your fields may prevent your contact list from uploading.

7. Click Upload Contacts. You will receive an on-screen message with the import results.

   

   The message advises if any rows failed the import (for example if the contact already exists). Click this link in the message to download information about the failed rows.

Attempts to populate the company name correctly are made if there is any doubt about its accuracy in the imported record:

• If it was not included - the company information is populated based on the contact email domain. For example, jim@apple.com will result in Apple, Inc. contact information being added.
• If it appears misspelled or incomplete, based on existing records - the correct company name will be added.. For example, an entry for Lent Solution would be updated to Lent Solutions if a record with that company name already exists. If the correction is not wanted, you can update it. Only one attempt is made to correct the name.