Easymailing allows you to import contacts from an Excel or CSV file. You can migrate contacts with email, phone or both, without entering them one by one.
1Access the "Audiences" section.
2Select the audience for which you want to import your contacts.
3Click on the "Manage contacts" tab.
Then click on "Import contacts".
Contacts permission
You will need to tick this option in order to import your contacts. Remember that you must have your contacts' consent for the channels you import, whether email, SMS or both. Consent under the GDPR
Create "select" and "multiselect" fields options
Checking this option will create the options for the custom fields type "Select" or "Multiselect" found in the file and which are not created in the custom field
Update subscribers
(will be visible in case you have already done an import before)
Check this option if you want Easymailing to update contact data if it finds an email or phone number that already exists in your audience.
Groups
Link the contacts you care about to the groups you need. You must have previously created these in Manage contacts > Groups. We recommend the article "Create a group"
Finally, click Import and you'll move on to the next step.
Match the fields in the Easymailing database with those in your Excel. You have to select at least Email or Phone to import the contact.
The process can take several minutes depending on the number of contacts you want to import.
4Import history
You will access to a screen with all the imports you have made:
You will view the progress of the import as well as errors, warnings and other statistics by clicking on "overview".
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Warning The contact has been imported, but some of the fields contain errors. |
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Error Contact could not be imported due to an error. |
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