Importing Contacts from a spreadsheet
Preparing your spreadsheet
When preparing a spreadsheet for import your columns will need to be modified to reflect the fields that are enabled and required within your Contacts > Settings.
Importing your CSV spreadsheet
To import your prepared Contacts spreadsheet:
- Click the actions menu (three gray dots) in the upper right corner of your WorkspaceContacts or in the Contacts tab of an Event.
- If you import a CSV within an event Contacts tab, they will automatically be added to that Event as well as your Contacts.
- After uploading your file, you will be prompted to map the column headers of your file (on the left) with the correct Event Contact Fields (on the right).
- If there were any errors during the import, you will be notified and see an option to download a .csv file containing the error codes.