Before you start: you need a CSV file of up to 10 MB with an email address on every row, and
permission to contact everyone in it. New contacts count toward your plan’s contact limit.Names and phone numbers don’t come in this way. A dashboard import doesn’t save the
First Name, Last Name or Phone Number columns, even though the mapping step lets you
pick them, and custom field values can’t be imported at all. If your file’s names matter, import
through the API instead, which saves first and last names mapped to
first_name and last_name. Otherwise, plan to add names and phone numbers to the contacts
afterwards.Watch the walkthrough
Watch the walkthrough
Prepare your file
- Save it as a comma-separated
.csvfile in UTF-8. - Put the column names in the first row, and one contact on each row after that.
- Give every row an email address. Rows without a valid one are skipped.
- Wrap a value that contains a comma in double quotes:
"Acme, Inc.". - Keep each contact on one line. Line breaks inside a cell aren’t supported.
- To give a contact several tags, separate them with semicolons:
vip;early-adopter.
Columns that are imported
Import your file
1
Upload the file
Go to Contacts > Import & Export and stay on the Import tab. Drop your file on
Upload a CSV, or click it to browse. The Import Contacts dialog opens on the
Map Columns step once the file has uploaded.
2
Map your columns
Each row of the dialog pairs a Column in your file with a Brudcast field. Common column
names like “Email address” or “Tags” are matched for you. Change any pairing, or choose
Skip this column to leave a column out. At least one column must be mapped, and one of them
should be Email. First Name, Last Name and Phone Number are offered here, but a
dashboard import doesn’t save them.Below the columns, two switches decide how the import behaves. Both are on by default:
- Allow partial upload: skip rows with invalid data and import the rest. See Partial uploads.
- Update existing contacts: update contacts you already have. See How duplicates are handled.
3
Review the counts
The Review step checks the whole file without importing anything and shows how many rows
will be New contacts will be created, how many match contacts you already have, and how
many Rows will be skipped due to errors.If the new contacts wouldn’t fit in your plan’s remaining contact allowance, a warning says so
here, before you start.
4
Add a list and tags (optional)
Turn on Save your upload as a list and enter a List name to put everyone in the file
into a new list. Under Add tags, pick or create tags to apply to every imported contact.
5
Confirm consent and import
Tick I have obtained explicit consent for communication from all contacts in this upload.
Import stays unavailable until you do. Then select Import.
How duplicates are handled
A row is a duplicate when its email address matches a contact you already have. A repeat of an address that appears earlier in the same file is also a duplicate, and isn’t imported twice.
Through the API you can also choose
create_new, which creates a new contact for every row even
when the address already exists.
Partial uploads
With Allow partial upload on, rows with a missing or invalid email address are skipped and listed in the error report. Everything else is imported. With it off, the import is all or nothing. If any row is invalid, or the new contacts wouldn’t fit in your contact limit, nothing is imported and the import is marked Failed.What happens next
The import runs in the background. Import history shows its progress while it runs, then its totals:
When the import finishes, the notification bell shows Contact import complete or Contact
import failed, with a View import link back to this page.
A file you upload but never import is deleted after 24 hours.
Download the error report
On a completed import with errors, select Errors on its row. You get a CSV with three columns:
Fix the rows, save them as a new CSV, and import that file.
Large imports on a new account
Buying or scraping lists is the most common source of spam complaints, so a large list arriving before an account has any sending history gets a human look first.Troubleshooting
The file won't upload
The file won't upload
Why: only
.csv files of up to 10 MB are accepted. Fix: export your spreadsheet as CSV.
If it’s larger than 10 MB, split it into several files and import each one.Import stays greyed out on the Review step
Import stays greyed out on the Review step
Why: you haven’t confirmed consent. Fix: tick I have obtained explicit consent for
communication from all contacts in this upload. If you saved the upload as a list, you also
need a List name.
Almost every row will be skipped due to errors
Almost every row will be skipped due to errors
Why: no column is mapped to Email, so every row looks like it has no address.
Fix: go Back to Map Columns and set your email column to Email.
Names didn't import
Names didn't import
Why: dashboard imports don’t save the First Name and Last Name columns.
Fix: edit the contacts after importing, or import through the API with the columns mapped
to
first_name and last_name.Export contacts
Export your contacts to back them up, move them to another tool, or work on them in a spreadsheet. The file is built in the background, and you download it from your export history.1
Choose who to export
Go to Contacts > Import & Export and open the Export tab. Under New export, pick
All contacts, Active contacts, One list or One segment. For a list or a segment,
you choose which one next.
2
Pick the columns
In the Export Contacts dialog, tick the Columns you want: First Name, Last Name,
Email, Phone Number, Timezone, Language, Tags and Notes. The Email
column holds each contact’s primary email address.
3
Start it and download it
Check the File preview, then select Start Export. The export appears under
Export history as Processing; when it reads Completed, select the download icon on
its row. A Failed export has to be started again.
firstName,
lastName, email, phoneNumber, timezone, language, tags, notes. There’s one row per
contact, and empty values are left blank.
Each download link is fresh and short-lived, so selecting the download icon again opens a new one.
An export’s Description, such as List: Newsletter, is fixed when it starts, so it keeps the
list or segment name even if you rename it later.
Related
Lists
The list your upload can be saved as.
Deliverability overview
What holds a large first send, and for how long.
Migrate from another provider
Bring contacts, lists and suppressions across in one run.
Segments
Build the group you want to export.