Import Customers from a File

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📥 Import Contacts

Streamlining your outreach starts with importing your contacts. Follow these straightforward steps to ensure a smooth import:

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1. Navigate to Contacts.

2. Click Import Contacts

   (The icon looks like a downward arrow pointing into a box)

   

3. In Imports-1 ** Select ** Contacts and click Next

   

4. Confirm your file format.

5. Upload your file → (CSV files up to 50MB)

   

6. Map your file columns to corresponding Contact fields.

   • If you have non-standard data, create a new custom field.
   • Or select "Don't import data in unmatched columns".

7. Fill in the import details

   • Name your import
   • Create lists
   • Set consent preferences

   • Click Bulk Import

     

8. ✅ Wait for the contacts to finish importing.

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🛠️ Create New Custom Field

To create a new custom field in your contact or customer records, follow the detailed steps in our guide:

👉 Create New Custom Fields

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📊 Bulk Contact Actions

Effortlessly manage large groups of contacts with powerful bulk actions. Whether you're adding tags, sending emails, or initiating automations, bulk actions save you time and amplify your efficiency.

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Here's how you do it:

1. Navigate to Contacts.
2. Apply filters to narrow down your audience.

3. Select checkboxes next to your chosen contacts.

4. Click a bulk action button (e.g., Add to Automation, Send SMS, Send Email)

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