This article will show you how to upload contacts from a file and export your contacts as a spreadsheet.
Contact List Upload
Multiple contacts can be created/updated at once using the Import Contacts tool. Contacts must be in a properly formatted spreadsheet (.CSV, .XLS, .XLSX, and .TXT file types are supported). Likewise, new or existing contacts can be added to groups in bulk from here as well.
Important Notes
If you wish to import addresses with your contacts and want to be able to select those individuals using the mapping tool for geo-targeting alerts, please contact Support.
If the file you plan to upload contains existing contacts, ensure that you have their correct contact information in the file to avoid duplicate user creation. Existing users are found/matched based on email or phone numbers.
If contacts and admins are managed through one of our automated or FTP upload processes, the Contact List Upload feature should not be utilized.
Groups must be created prior to using the Contact List Upload tool if you wish to import contacts to a group. For information on how to create groups, view the Add a Public Group and Add an Internal Group articles.
Public sign-up users created with the Contact List Upload feature are automatically activated at creation time.
Sign in to the system if you have not already
Navigate to Resources, then select Manage Directories
Click the Internal Contacts option if you wish to upload internal users, or click the Public Contacts option if you wish to upload public users
Click the Contact List Upload button
Drag and drop or select a file to import
Note:
Click the View import instructions and guidelines button to view instructions and download a spreadsheet with the proper columns already set up.
(Optional) Expand Import Options for additional settings
Update existing contact attributes: When unchecked, existing users will only be added to selected group(s). New users will be added to the system and selected group(s).
Note:
If you only wish to add contacts to a group and do not want to update existing contact data, make sure the Update existing contact attributes checkbox is left unchecked. New contacts will still be created whether the box is checked or not.
Assign to Groups: Select groups to add imported contacts to automatically.
Notes:
If a group is selected, all new and existing contacts will be added to the selected group(s).
Groups must be created prior to using the Contact List Upload tool if you wish to import contacts to a group.
Click Next
Preview and validate the import summary
Click Confirm Import
Review the Import Results page
The uploaded contacts have been imported
Contact List Download
You can use the Contact List Download function to export Internal and Public Contacts lists.
Sign in to the system if you have not already
Navigate to Resources, then select the Manage Directories option
Click the Internal Contacts option if you wish to export internal users, or click the Public Contacts option if you wish to export public users
Click the Contact List Download button
Check the Include Group Memberships checkbox to include information about each contact's group memberships, if desired
Click the Begin Export button to download an Excel file with the contacts
Open and view the Excel file with the contact details