Prepare your file
- Format: CSV with a header row (the first row names each column).
- Required column: email. Everything else — first name, last name, phone, custom fields — is optional.
- One contact per row.
contacts.csv
Run the import
1
Upload your file
Go to Audience → Imports and click Import contacts, then upload your CSV.
2
Map your columns
Match each column in your file to a Retainful contact field. Unrecognized columns can be mapped to custom fields so no data is lost.
3
Choose lists
Pick which list the imported contacts should join. Creating a dedicated list per import (like “Mailchimp import – June 2026”) makes cleanup easy later.
4
Set subscription status
Tell Retainful whether these contacts are subscribed. If they were confirmed subscribers in your previous tool, import them as Subscribed. If you’re unsure, import as non-subscribed and run a re-permission campaign.
How duplicates are handled
Contacts are matched by email address. If an imported email already exists in Retainful, the existing contact is updated with the new information rather than duplicated.Common issues
Rows were skipped
Rows were skipped
Rows with missing or invalid email addresses are skipped. Check the import summary for the count, fix your file, and re-import — already-imported contacts are simply updated.
Names ended up in the wrong field
Names ended up in the wrong field
This is a column-mapping issue. Re-run the import and double-check the mapping step — the wizard previews your data so you can verify before confirming.
Unsubscribed contacts from my old tool
Unsubscribed contacts from my old tool
Import them too — but as Unsubscribed. That preserves their opt-out so they never accidentally receive marketing from you again.