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How do I import a new list?

  1. Go to the CRM and choose Lists
  2. Click on the Upload List button.
  3. Select Upload List from File (csv, xls, xlsx) from the list of options.
  4. Click on Upload List to continue.
  5. Next, click on the Choose FileÂbutton to select the file you want to upload.
  6. Review the Terms to make sure your list data complies with our terms and conditions. If you agree, select Agree to Terms.
  7. Click on the Upload File button to continue.
  8. The next step requires you to decide if you want to merge new contacts with existing contacts . will now be asked to identify the fields (columns) in your list. Our system will try and auto-detect the fields in your list. If we cannot determine what a field represents, you can choose a field from the drop-down box directly above each column.
  9. Once you have made your selections, click on the Next button to continue.
  10. You'll now be asked what you would like to do with this list data. You have two options. Create New List will make a new list containing your data. The second option is Add to existing which allows you to add this data to an existing list.
  11. Once you have made your selection, click on the Create List or Add to Existing button (depending on your selection).
  12. You will be returned to the List Dashboard where you will see your list uploaded to the system.

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