Agility’s import tool makes it easy to work with lists created outside of the platform, whether you have been maintaining them yourself outside the system or you are moving them from a different service.
Preparing the Excel data file
- The Excel file MUST contain the three mandatory columns of First name, Last name and Email address in order for the import to process successfully. Other columns can also be included (e.g. Telephone no., Outlet name, Twitter handle etc.) but are not mandatory.
NOTE: If you do not have the first name and last name, then you can put in dummy data under these field I.e. First name 1, First name 2, Last name 1, Last name 2 etc.
2. Save the excel spreadsheet as a .csv (comma delimited) file.
The import process
Step 1. Go to Manage > Private Contacts > Actions > Import contacts
Step 2. Browse your computer for your CSV file > You can select up to 20 individual files to import and choose to either import them as 1 list or as individual lists.
Step 3. Use the drop-down menus to map the system columns to the columns on the CSV file. I.e First name = C.First Name, Last name = C.Last Name. Email = C.Email (primary).
NOTE: Use the fields starting with C. (Contact information) to map the fields related to contact info and use the fields starting with O. (Outlet Information) to map any Outlet related columns.
Please also ensure that when mapping the contact email column, that you map it with the system field C.Email (Primary).
NOTE: If you are importing more than 1 list and you wish to map the columns in the exact same way for all lists, click on Apply columns to all files.
Step 4. Enter an email address to receive an email notifying you of the status of the import > Click on Finish Import.
NOTE: Imports can take some time depending on how many lists are being processed at once. Agility will allow the user to continue working while lists are being imported behind the scenes.