How to import a prospect list into your account

If you already have your own list of prospects or emails, you can easily upload it to platform.

To upload your list, follow the steps below:

1. Open your Prospects page and choose one of the lists where you would like to import new contacts or click the Create new list button to add a new one.

2. Open the chosen list and click the Create or import icon (1), then Import from file (2).

The pop-up window will appear and you’ll be able to select one of the files from your computer and upload it directly to your prospects list.
Please note: you can only choose files in .xls, .csv or .txt formats.

3. Once you have selected and uploaded the file for importing, you will see a preview of your list and the titles of your columns.

If in the first row of your file you have the titles of the columns, not the prospects data, you need to check the Use first row for headers box to avoid import error.

If you want to upload contacts that already exist, check the Update existing contacts with new data. We will update the info without creating a duplicate.

We may also create duplicates with the updated information if you check the Upload duplicates with new data.

If you upload contacts that already exist in one of the lists, check the Skip duplicates. We will not update them or create duplicates. The contacts will be skipped.

Email is a mandatory field. Please note, you can’t have two columns with the same field. You can select necessary fields from the drop-down list or create a custom one and add it to the field from your file.

When creating a new custom field, indicate the Field name, the Type of the fieldString (text), Number or Date, then click Add field.

When all of your columns are named, press Start the import.

4. The import results window will show you how many contacts were processed, added, skipped, or resulted in an error during the import.

In that case, you will be able to download a CSV file containing the contacts that have been skipped (if the list already contains a prospect with the same email) or got errors.

Here’s a short video tutorial to help you out with adding custom fields:

Now you can verify your list and start your first triggered email campaign.

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