Import Contacts To import your Contacts list, you would need to create a new document with spreadsheet software (i.e. Excel) and follow the layout guide lines below to ensure your contacts are imported correctly. You must provide a value on fields marked as Required. If you do not have a value for any of the Optional fields (i.e. you are missing the phone number), leave that cell blank and move to the next. Columns on the document must follow the order as follow: Field Lenght First Name 100 Characters Max Optional Last Name 100 Characters Max Optional Primary E-mail Address 256 Characters Max Required if NO Primary Phone is provided Secondary E-mail Address 256 Characters Max Optional Primary Phone 50 Characters Max Required if NO Primary E-mail Address is provided Primary Phone Type Home, Work, Mobile, Other Optional Secondary Phone 50 Characters Max Optional Secondary Phone Type Home, Work, Mobile, Other Optional Birthday Date datatype DD/MM/YYYY Optional Gender M/F Optional Street Address 1 120 Characters Max Optional Street Address 2 120 Characters Max Optional City 60 Characters Max Optional State 60 Characters Max Optional Country 2 Character code (List) Optional Postal Code 60 Characters Max Optional Address Type Leave Blank CS (Contact), CUS (Retail Customer), DS (Distributor), LD (Leads), Optional Contact Type MB (Preferred Member), PER (Friends & Family), OTHER (Other) Club Customer Yes/No Optional
Your spreadsheet should look something like the example below: Download Template If required data is missing the contact won t be uploaded If value is added into the wrong column or wrong type is used, error message will be displayed Bulk Action Use Once the Contacts are imported, it will be possible to apply the following actions to them, just select the contacts to apply the chosen action and click on Go Add to Group: Will add the selected Contacts to the desired Group Delete Contacts: Will remove the selected Contacts from all your views (Contacts, Groups, etc.) Send Email: Will send you to Send Email page to create the email and send it to your contacts Send E-Card: Will open the Send ecards page to select from the presented options and stay in touch with your contacts through an E-card. Set as Club Customer: Will mark your contacts as Club Customer so you will easily identify them, apply filters or share it when desired Share with club: Will share with your Club(s) and automatically will Set the Contacts to Club Customer
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