Importing Contacts

Supported Import Methods

CSV Import Guide

Step 1: Prepare Your CSV File

Ensure your CSV file includes these recommended columns:

• Email (required) - Primary email address
• First Name - Contact's first name
• Last Name - Contact's last name
• Company - Organization or business name
• Tags - Comma-separated labels for segmentation
• Source - Where the contact came from (website, event, referral)

Step 2: Format Requirements

• Use UTF-8 encoding to support special characters
• Include headers in the first row
• Use commas as separators (standard CSV format)
• Enclose fields with commas or quotes in double quotes
• Maximum file size: 10MB (approximately 100,000 contacts)

Step 3: Upload and Map Fields

In your SendPerfect dashboard:

1. Navigate to Contacts > Import
2. Click "Upload CSV" and select your file
3. Map CSV columns to SendPerfect fields
4. Review the preview of your data
5. Choose import options (create lists, apply tags)
6. Click "Import" to start the process

Sample CSV Format

Email,First Name,Last Name,Company,Tags,Source
john.doe@example.com,John,Doe,Acme Corp,prospect,website
jane.smith@example.com,Jane,Smith,Tech Solutions,customer,referred

Data Validation

SendPerfect automatically validates your data during import:

• Email Format: Checks for valid email syntax
• Duplicates: Identifies and handles duplicate emails
• Required Fields: Ensures email addresses are present
• Data Types: Validates phone numbers and dates

Import Options

• Skip Duplicates: Don't import contacts that already exist
• Update Existing: Update information for existing contacts
• Create Lists: Automatically organize contacts into lists
• Apply Tags: Add tags to all imported contacts
• Subscribe Status: Set initial subscription preferences

Best Practices

• Start with a small test import (10-20 contacts) before bulk uploads
• Clean your data before importing - remove bounces and spam traps
• Use consistent formatting for names, companies, and tags
• Segment your contacts with tags for better targeting
• Include source information to track where contacts came from
• Respect privacy laws - only import contacts with proper consent

Troubleshooting