Import and Map Contacts from CSV to Audience List/Tag

01:51 mins
S

SendWorks

Updated on Dec 09, 2024

How to Import and Map Contacts from a CSV File

In this guide, we will walk you through the process of importing and mapping contacts from a CSV file into your audience list.

Step-by-Step Guide

  1. Select Lists:

    Navigate to the audience tab and select lists from the drop-down menu.

  2. Import Contacts:

    Click on the import button for the list you want to add contacts to.

  3. Upload CSV File:

    Drag and drop a CSV file or click to choose a file to upload your contacts.

  4. Continue After Upload:

    Click on the continue button after the file has been uploaded successfully.

  5. Auto-Mapping:

    Contacts will be auto-mapped based on the CSV file column headers. If not mapped, proceed to the next step.

  6. Choose Mapping:

    Click on the choose mapping drop-down to add the new country custom field.

  7. Map or Create Fields:
    • Type "country" in the search box to map or create the country field.
    • Select "create field country text" to create a new text field for the country column.
    • Repeat similarly for other columns.
  8. Add Tags:

    For adding a tag to a contact, map it to the tags field.

  9. Complete Mapping:

    Click on complete to finish the mapping process and proceed.

  10. Import Contacts:

    Wait for the contacts to be imported from the CSV file as indicated by the notification pop-up.

  11. View Contact Details:

    Click on the info button next to a contact's name to view their details.

  12. Verify Mapped Fields:

    Now the mapped custom fields and tags are added to the contact.

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