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Adding Contacts from an Import on Your Computer
Adding Contacts from an Import on Your Computer

How to import an Excel spreadsheet from your computer

Support Team avatar
Written by Support Team
Updated over a week ago

A .xls or .csv file must be used to import member contact information into your account.

Below is an example of how your spreadsheet should be set up.

Please note that file names can NOT contain special characters (e.g., commas, dashes, or symbols).

To Add Members from an Excel spreadsheet to your group,

1. Go to Groups & Contacts

2. From the main screen click on the name of your group. For example, My Group.
3. In the group menu select Add New Contact
4. Click Choose File to locate the file on your desktop
5. Click on the Excel document you wish to import, Click Open
6. Once the file name is displayed in the box, Click NEXT


7. Use the drop-down boxes to choose the correct header for the preview information below, then Click IMPORT
8. A green banner will appear at the top of your account when a new import has been created.

An additional green banner will appear when an import is complete. If you have a large import additional banners may display what percentage of the file has been imported.

For Best Results: We suggest that you upload 2,000 or less per import.

These are quick shortcuts to clean up the information and get everything into the same format to improve your import experience with fewer errors.

Copy just the columns that have data in them and paste them into a new Excel and save it as a .csv/comma delimited file to extract any hidden code,

Then review columns for incomplete data that may cause an issue.

You can use the Control F button once you have picked your column

Then you can choose to Find and choose to Replace all with the following steps

( replace all with nothing

) replace all with nothing

- replace all with nothing

(use your space bar to just find 1 blank character space and replace all with nothing)

Anything else you find out of the ordinary needs to be cleaned up to prevent issues with importing members.

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