How do I upload a complete Respondent Database (or contact database)?

posted on 02/11/2015

Categories : Contact Manager

Within the Contact Manager module, click on the "Contact" button > click on the "CSV import" button on the right hand side > Choose a file to upload > if your file has a header row be sure to check the "With header row" box > then select the columns that match your csv file > confirm the upload by clicking "Import."

Important note: Fields in your CSV file should always be in this order: Title, Last name, First name, email, company, followed by up to four additional fields you can define yourself.

If your upload doesn't work or you're having problems with the list, make sure that before you import your mailing list your table is clean:

  • There should be no separators or strange characters in the cells of the table.
  • No “enter” strokes should be made inside the table cells.
  • If there is a header row, make sure you marked that during the upload.
  • Check that all emails are in the correct format (someonesid@awebsite.com).

Tip: If you are having trouble with errors, open your CSV file in a plain text editor such as Notepad++ or WordPad to check for misplaced seperators and other such mistakes.

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