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• Contact Manager
• Working with Contact Manager

Related Articles

• Adding or Editing Custom Fields for Your Contacts
• Setting up Your Contact Manager
• Managing Tasks in Contact Manager
• Adding a Contact Manager Signup Option to Your Website
• Managing Notes in Your Contact Manager
• Viewing and Editing Contact Details
• Customizing the Columns in the Contact List

Importing Contact Records into Contact Manager from a File

You can import contacts into your Contact Manager account using .CSV (Comma Separated Value) files. You can use the fields included in our import file template, plus you can define custom fields, if necessary.

To Create an Import File

1. Download the Contact Manager Import Template spreadsheet.
2. Delete the example records in rows 2 and 3.
3. Add your contact data to the spreadsheet.
4. Save the file as a .CSV file.

TIP: You can automatically add all contacts in the import file to one or more Contact Manager groups during the import.

To Import Contact Records into Contact Manager from a File

The import process attempts to map your imported fields to existing Contact Manager contact fields. For incoming fields that do not already exist in Contact Manager, you can create a custom field or indicate that the field should not be imported.

1. Log in to your Account Manager.
2. Click Contact Manager.
3. In the Contact Manager account list, click Launch for the desired account.
4. From the More menu, select Import Contacts.
5. In Import Contact Data, enter the file name or click Browse to locate your file.
6. In Does your file contain column headings, select the option that describes your file.
7. Click Upload. The Map Contact Details page displays.
8. Select or enter the following, and then click Start Import:
   • Import File Column — The incoming data column.
   • Contact Manager Field — Select one of the following:
     • Matching pre-defined field — Place the incoming data in this field.
     • Do not import — This option ignores the incoming field and does not import it.
     • Create or edit custom fields (Optional) — To create or edit custom Contact Manager fields to store imported data fields, as needed. After adding a new custom field, map an incoming data field to it from the Matching pre-defined field list.

     NOTE: You must map at least one field to an email field. When importing contact information, map the incoming field to Email (Personal) or Email (Business). At least one must be specified. All other data fields are optional. Be sure to include enough information for each imported contact to identify them after import.

   • When imported contact matches existing contact — Indicate how to handle an incoming record that matches an existing contact record on file in your account:
     • Skip imported contact — When the contact already exists in your account, the incoming record will be skipped and not imported.
     • Update existing contact — When the contact already exists in your account, use the imported data to update the existing record.
   • Assign to Group — To add the imported contacts to one or more groups, select them. Select Add group to add a new group. See Creating, Editing, or Deleting a Contact Group for information.

You can close the Import in Progress window and continue working in Contact Manager. When the import is complete, a notification displays with the number of records added, updated or failed. If there are any failed records, you can download a .CSV file to view which records failed and why.