With eduCRM, you can import contacts from a CSV file into your account using our import tool. The import tool allows you to map columns in your file with fields in your account, create new custom contact fields to map a column to, import contacts to a list(s), apply a tag(s) to the contacts, import contacts as Active or Excluded, and choose to update existing contacts while you import. This article will show you how to import contacts from a CSV file.
Take note
- The import tool only works with CSV files
Learn how to prepare your CSV import file and how to save your spreadsheet as a CSV file. To learn more, visit "How to prepare your CSV file for importing contacts." - Each contact in your file must have a either an email address, a name, or a phone number
If multiple contacts share the same email address, we'll import the first instance in your file and skip over the rest of the contacts who share that same email address. - Contacts may be added to "Active" automations upon import. Contacts will be added to automations set to "Active" if:
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- The list you are adding them to is used in an automation trigger.
- If you're tagging contacts during the import process, those tags are used in automation triggers.
- If you're importing values to a field and that field is used in an automation trigger.
- When importing Contacts from a CSV file, you will have the option to apply the default value for all empty required fields
If you do not opt to apply the default values, and if a record does not have a value for the required field, the record will be skipped by the importer. - Contacts may be added to "Active" automations upon import
Contacts will be added to automations set to "Active" if (1) the list you are adding them to is used in an automation trigger, (2) if you're tagging contacts during the import process and those tags are used in automation triggers, or (3) if you're importing values to a field and that field is used in an automation trigger. Learn how to prevent this.
Import contacts from a CSV file
1. Click "Contacts" located in the left menu.
2. Click the "Import" button.
3. Click the "Import from File" button.
4. A file browser will appear. Navigate to the file you wish to import and click it to select it.
5. Your file will process and you will be redirected to the import screen. Map the columns in your file to fields in your account by clicking the dropdown for each field:
- If you don't wish to import data from a column, you can select "Do Not Import this Field" from the list of items in the dropdown:
- To create a new field directly from the import page, click "[Add New Field]" and follow the prompts.
- The “Field Values” column will show the first row of data from your CSV so you can confirm your mapping.
- “This is a duplicate field” error will show if the same field is mapped twice. You can fix this by selecting different destinations for every mapped field.
6. Select List: Click each list you want to add contacts to. You can contacts to multiple lists.
7. Add Tags (Optional): Type the tags you wish to apply to all contacts once they're imported.
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- As a best practice, you may want to apply a tag that indicates the source of these contacts. That way, you can easily find this group if you need to make any bulk edits to them later.
8. Import Options: Click the "Import Options" dropdown and choose one of the following. Note that the options available depend on whether or not you selected a list:
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- Import as Contact (appears if no list is selected)
This option adds contacts to your account. - Import as Excluded (appears if no list is selected)
This option adds contacts to your Exclusion List upon import. - Import as Active Contact (appears if a list(s) is selected)
This option adds contacts to your selected list(s). -
Import as Unsubscribed Contact (appears if a list(s) is selected)
This option adds contacts to your account. These contacts will have an "Unsubscribed" status for the selected list(s). -
Import as Excluded Email Address (appears if a list(s) is selected)
This option adds contacts to the Exclusion List upon import.
- Import as Contact (appears if no list is selected)
9. Optional: Click the “Update Existing Contacts” box. This will look for a matching email address in your account and add any additional contact data from your file into the contact record.
10. Advanced Options (Optional): You can choose to leave these on their default settings or click the arrow next to Advanced Options to reveal additional settings:
- Trigger Webhooks
Turn off completely, no webhooks will trigger, or choose one of the following:
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- Trigger Contact added and Contact updated webhooks only - this will trigger only Contact added and Contact updated Webhooks created under Settings > Developer > Manage Webhooks only.
- Trigger all relevant webhooks upon contact import - will trigger all relevant Webhooks created under Settings > Developer > Manage Webhooks only.
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- Trigger Automations
Turn this completely on or off:
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- On - imported contacts will enter automations they can trigger, including but not limited to, Tag Added, Create/Update contact, and so on.
- Off - the import will disregard any automations that could possibly trigger from this import and contacts will not be added to any automations.
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- Create field options when importing new custom field values
Turn this completely on or off:
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- On - If a value is imported within a dropdown, list box, radio button, or checkbox custom field that does not match an existing field option, the import will create the option in that field. For example, you may have ‘Cat’ as a field option but it is spelled ‘Catt’ in the CSV. ‘Catt’ will be created as a new option.
- Off - If the value imported does not match an existing field option exactly, the value will not be imported.
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11. Click the "Import Now" button once you're done configuring settings.
The length of time it takes to import contacts will depend on the size of the CSV file.
When finished, you can view your import results.