How do I import my existing contacts?

Modified on Wed, 04 Aug 2021 at 09:09 PM

Migrating your existing contacts is done simply with a CSV file. You can do it yourself or have your dedicated account rep handle it for you. See screenshots below for the full step-by-step process. 



STEP 1: Upload your formatted CSV file.



STEP 2: Map the fields you would likd to use for your contacts.



STEP 3: Confirm you've properly mapped your fields the way you want them to display.




STEP 4: Select how you'd like to handle any duplicates



STEP 5: Add any tags you'd like to separate your lists before you complete the process.




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