Import your customers from Excel or CSV
Bring all your customers in at once from Excel or a CSV file: prepare the file, match the columns, avoid duplicates and respect permissions.
Updated
If your customers are already in Excel, a spreadsheet or another program, you don't need to type them one by one. You can import them in minutes.
Prepare your file
- In Excel or Google Sheets, keep one row per customer and a header row on top (first name, last name, mobile, email).
- Write mobile numbers with the country code, for example +1 and then the number.
- Delete empty and repeated rows.
- Save as CSV (File › Save as › CSV).
Only import people who gave you permission to contact them, or who are already your customers. Importing a purchased list can get you in trouble with your messages and with the platforms.
Import
- Click Contacts.
- Click Import Contacts.
- Choose your CSV file.
- On the columns screen, match each column to its field: "Mobile" to phone, "Email" to email, and so on. Leave unmatched anything you don't want to bring in.
- Turn on the option to avoid duplicates for people who already exist (matched by mobile or email).
- If you like, add a tag to everyone you import, such as imported-october, so you can find them later.
- Click Import.
After importing
- Open 3 or 4 profiles at random to check the data landed in the right place.
- New contacts do not get automatic marketing messages until they have given permission. See Tags: what your template's tags mean.
If something goes wrong
- A mobile number looks wrong: it's missing the country code or has letters in it.
- All the data ends up in one column: you saved with a different separator; save again as a plain CSV.
- Duplicate profiles appeared: check that the avoid-duplicates option was on.
Write to us at support@neuroaistudio.com.