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How to Format your Contact List .CSV
How to Format your Contact List .CSV

Instructions on how to import your contact list into the dashboard contact view

Updated over a week ago

Uploading the correctly formatted .csv file can be tricky! Follow these steps to ensure that your .csv file is correctly formatted. You will see your contacts populated with information once the .csv file has been correctly imported.

Style your .csv file correctly before uploading

Your CSV file will need to look similar to this format below or else the site may prevent you from uploading your contact list:

first_name

last_name

email

Dylan

Bell

Annie

Holleman

Brianna

Lanoue

Parameters:

  • all lower case

  • underscore (’_’) separated, not space (’ β€˜) separated

  • comma separated between values (i.e. first_name,last_name)

  • If a specific value does not need to be imported (i.e. phone number), you can separate it as such

    • first_name,last_name,email,phone_number,company

Still not working?

  • Go to Contacts > Lists within your dashboard

  • Click Export in the upper right corner to export a blank .CSV

  • Use this .CSV to collate your data

  • Import this .CSV to Contacts > Lists following the instructions HERE.

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