Import Contacts From CSV File
Learn How to import contacts from CSV file to Retainful.
The "Import from CSV File" within Retainful streamlines the process of transferring data from a CSV file to your Retainful account. This feature proves particularly valuable when migrating essential customer information from a different platform, enhancing the efficiency of the data transition process.
Please ensure you are on a premium plan before utilizing the "Import from CSV File" feature, as it is exclusive to premium subscribers. It is not applied for free or trial users.
Access the Import Section
Login to your Retainful dashboard -> Contacts and click on 'Import Contacts'.
Choose an import type - >"Import from CSV File" and continue.
Prepare your CSV file
Ensure your CSV file is correctly formatted with the required data.
Make sure the columns in your CSV align with Retainful's data fields.
Note
Feel free to download the sample CSV file and use it as a reference for the fields.
Choose Your CSV File
Drag & Drop or Choose a CSV file to upload
Select your prepared CSV file from your computer.
Note
Make sure that each CSV file is no larger than 20MB and does not exceed 10,000 rows.
Import Settings
Lists: Choose one or most lists where you want to add these contacts. (Maximum 5 lists).
Subscription Status: Choose the subscription status of the contacts.
Overwrite if contact exists? Choosing this option will overwrite if a contact already exists in Retainful.
Click on Continue.
Verify and Confirm
Verify the information in the preview to ensure accuracy.
Click "Confirm & Import" to proceed.
It will take a moment and you will get a message that ‘Your import has been completed’.
And that's it! You've successfully imported data from your CSV file into Retainful.
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