Agility gives you the flexibility to add your own private contacts, which are visible only within your account. You can add them individually or import them in bulk from a .CSV file.
🔹Video
🔹Adding Contacts Through Bulk Import
Agility’s import tool makes it easy to work with lists created outside of the platform — whether you’ve been maintaining them yourself or are moving them from another service.
🔹Preparing the Excel Data File
Your CSV file must contain the following required information:
Full Name
Email Address
Agility supports multiple name formats, so your file can contain either:
Separate First Name and Last Name columns, or
A single Full Name column.
You can also include additional information such as:
Telephone Number
Outlet Name
X Handle
Facebook Profile
Instagram Handle
LinkedIn Profile
Bluesky Handle
Website
Address information
Language
Editorial Profile
Tip: Save your spreadsheet as a CSV (Comma Delimited) file before importing.
🔹 Import Your Contacts
Step 1
Go to Media Relations > Private Contacts > Import Contacts.
Step 2
Click Start Importing Contacts, then browse your computer and select your CSV file.
You can import up to 20 CSV files at one time and choose to:
Import all files as one combined list, or
Import each file as a separate list.
Step 3
Map each CSV column to the appropriate Agility field.
Agility supports several name formats. Depending on your CSV, you can map:
First Name
Last Name
Full Name (First Last)
Full Name (Last First)
If your spreadsheet contains optional columns you don't want to import, simply select Ignore this field.
Example: If your CSV contains a single Name column with values such as Jane Smith, map that column to Full Name (First Last).
Step 4
Choose whether you'd like to match imported contacts with existing Agility contacts.
Select Match and Replace with Agility Contacts if you'd like Agility to replace matching private contacts with the corresponding Agility-maintained contact.
A match occurs when the imported contact matches an existing Agility contact based on the contact's identifying information.
Using Agility contacts allows our Media Research team to continue maintaining and updating contact information for you.
Step 5
Choose one of the following import options:
Import as Individual Contacts — Imports contacts into Media Relations > Private Contacts without adding them to a list.
Import and Add to List(s) — Imports contacts and adds them to one or more selected lists.
Import and Add to List(s) per File — If importing multiple CSV files, each file can be added to its own selected list.
If you haven't created any lists yet, you can create them during the import process. Organizing contacts into lists makes them much easier to manage later from Media Relations > Targeted Lists.
Step 6
Enter an email address where you'd like to receive the import status notification.
Step 7
Click Import.
Once the import is complete, you'll receive an email summarizing the results for each contact.
Note: Large imports may take some time to process. You can continue working in Agility while your contacts are imported in the background.
🔹 Add Contacts Individually
If you can't find a contact in Agility, you can add your own private contact so it's immediately available for media outreach.
Step 1
Go to Media Relations > Private Contacts > Create Contact.
Step 2
Enter the contact's:
First Name
Last Name
Email Address
You can also add any additional information you have available.
Step 3
Click Create Contact.
Your private contact is now available and can be added to any of your targeted lists.
Frequently Asked Questions
Can I import contacts using a Full Name column?
Yes. Agility supports:
First Name + Last Name
Full Name (First Last)
Full Name (Last First)
Choose the mapping option that matches your CSV.
Do I have to import every column from my CSV?
No. Any column you don't want to import can be mapped to Ignore this field.
What happens if a contact already exists in Agility?
If you select Match and Replace with Agility Contacts, matching private contacts can be replaced with Agility's maintained contact record, allowing our Media Research team to keep the information up to date.
Can I organize contacts into Targeted Lists while importing?
Yes. During the import process you can:
Import contacts only
Import and add them to one or more Targeted Lists
Import multiple CSV files and assign each file to its own Targeted List
📝 Support & Resources
Help Center: Media Relations
Need help? Chat with Support directly from your Agility dashboard or email agilitysupport@agilitypr.com