Importing Contacts

Importing your contacts from your existing contact manager or e‑mail program saves you time from typing these into contacts manually.  In most cases, you should only need to run the import one time when you initially get started with your contacts database.  In order to use our contact import tool, you must first export your contacts from your local contact management system into a .CSV file.  The exact process for exporting from your contact management application may vary from our documentation.  Consult your software's user's guide for exact instructions.  For convenience, though, we've outlined the correct processes for the following programs.

Once you've generated the CSV export file from your contact management software, you can import it directly into your site.  To do so:

  1. While in Contacts, click Tools. Then select Contact Import.

  2. In the screen that appears, indicate the source of your contacts.  Options are.

    If your contact program is not listed, you'll need to create a .CSV file containing your contacts using your contact management program and then make some adjustments to that file in order to import it.  For details on this process, see the Importing CSV Files section of this user's guide.

  3. Click Browse and browse out to the location of your contacts .CSV file.  When you find it, select it, and click Open.
  4. If you'd like to import the contacts into a specific group, choose the group from the available list of your pre-defined groups at the bottom of the screen.

  5. Finally, click Import to import your contacts.  When the process is complete, you receive a list of all contacts which were successfully imported.  Just click Close to close the window.

If you want to import additional contacts, repeat the steps above.  Once you've imported the contacts, you may want to go back and edit each contact, update their information and assign them to additional groups.