Contacts can be imported using a
comma-separated-value(CSV) file. In the Import
navigation menu, you will find a template that
you can use to import new contacts. The
following fields are available:
- FirstName - 64 characters max
- LastName - 64 characters max
- Email - 256 characters max
- Phone - 32 characters max
- TitleOrPosition- 64 characters max
- Company - 256 characters max
- Tags - 128 charactes max for each tag. See
below for formatting.
- CustomFields* - Name: 50 characters max.
Value: 1024 characters max.
NOTE: Including Custom Fields in the template
is optional. See below for details, as the
heading will be different for each Custom
Field.
Common Import Problems
The most common problems encountered
during an import are as follows:
- The maximum length of a field has been
exceeded
- A header row was not included or all of
the required column header names were not
found in the import file. Many times, this
is the result of a space or underscore
being added into the column header such as
"First Name" instead of "FirstName".
Tags
If you wish to add more than one tag to a
Contact during the import, then the Tags field
should use a comma separated list of tag
names enclosed in double quotes to indicate
the tag names are all part of the "Tags"
column.
Example:
FirstName,LastName,Email,Phone,TitleOrPosition,Company,TagsJoe,User,joe@test.com,,,,"tag1,tag2"
Removing Tags
If you wish to delete a tag from
a Contact, then you should prefix the name
of the tag with a 'dash' character.
Example:
In the following example,
tag1
will be added if it doesn't
exist and tag2
will be removed if
it already exists.FirstName,LastName,Email,Phone,TitleOrPosition,Company,TagsJoe,User,joe@test.com,,,,"tag1,-tag2"
Custom Fields
You can optionally apply Custom Fields to a
Contact during the import process by appending
an additional column for each Custom Field
with a prefix of "cf_".
Example:
FirstName,LastName,Email,Phone,TitleOrPosition,Company,Tags,cf_MyField1,cf_MyField2Joe,User,joe@test.com,,,,"tag1,tag2",,This is my second custom field
Using Custom Fields in an
Email Sequence
Custom Fields for a Contact may
also be used
inside of an email template by referring
to
the Custom Field name from the Liquid
template
engine.
Example:
Hi {{ contact.first_name}},We met last week at {{contact.cf.conference_name}} and I wanted to reconnect with you.