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 (pick the values only) into a new Excel and save it as a .csv/comma delimited file to extract any hidden code.

(The arrow is showing the 1,2,3 which means just the value is being pasted into the new excel and it is stripping any hidden code that could cause issues with our system and your import)

Now you want to remove duplicates. HIghlight all your columns so you are deleting the duplicates correctly and not shifting data out of order. Find the Data tab and then choose

remove duplicates.

You should see a pop up that has all columns checked. If not check the other boxes and then choose OK

If no duplicates are found it will tell you this.

If duplicates are found it will confirm them like this:

Now you can verify phone numbers and or emails specifically that are the same by Highlighting just the phone numbers columns in your spreadsheet or just the emails in your spreadsheet.

Now select the Home tab> Conditional Formatting> Highlight Cells Rules> Duplicate Values to identify all duplicates in the spreadsheet

Now you will click OK and see all duplicates highlighted in this light red shade as seen below:

This will allow you to identify and delete all duplicate information that is still found in your spreadsheet.

*Pro Tip- Add filters to your columns and sort data to bring all changes to the top of your spreadsheet that need to be reviewed.

Then review columns for duplicates remaining and incomplete data that may cause an issue and delete those rows from the spreadsheet.

Once these steps have been completed you can begin cleaning up the remaining data to ensure a clean import of the right information for you to communicate with.

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.