# Import Contacts From CSV File

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.

{% embed url="<https://youtu.be/XfoetCGggKs?si=Vgh4M8YTrPdzKdiT>" %}
Import Contacts into Retianful from a CSV File
{% endembed %}

{% hint style="info" %}
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.
{% endhint %}

### **Access the Import Section**

* Login to your[ Retainful dashboard](https://app.retainful.com/dashboard) -> **Audience** and click on 'Import Contacts'.\ <br>

  <figure><img src="/files/oyQupTOng072YeHDkFnF" alt=""><figcaption><p>Import contacts</p></figcaption></figure>
* Choose an import type - >"Import from CSV File" and continue.\ <br>

  <figure><img src="/files/gkWfwutVe89xMZAL3MMF" alt=""><figcaption><p>Import from a CSV file</p></figcaption></figure>

### 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.&#x20;

{% hint style="info" %}
**NOTE:** Feel free to download the sample CSV file and use it as a reference for the fields.
{% endhint %}

<figure><img src="/files/g4BRidcAp3EdLlb3BUTR" alt=""><figcaption><p>Download a CSV file</p></figcaption></figure>

### **Choose Your CSV File**

* Drag & Drop or Choose a CSV file to upload
* Select your prepared CSV file from your computer.

{% hint style="info" %}
**Note**

Make sure that each CSV file is no larger than 20MB and does not exceed 10,000 rows.
{% endhint %}

### **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.

{% hint style="info" %}
**IMPORTANT**: If you choose 'Unsubscribe' here and the overwrite option, then an existing contact with a "Subscribed" status will be updated to "Unsubscribed".
{% endhint %}

<figure><img src="/files/GBE6B28KrwyFibsAZeHv" alt=""><figcaption><p>Choose a CSV file</p></figcaption></figure>

* 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’.<br>

  <figure><img src="/files/MY3w4EdHnV1n3RO9YXSx" alt=""><figcaption><p>Verify the Information</p></figcaption></figure>

And that's it! You've successfully imported data from your CSV file into Retainful.

{% hint style="success" %}
**Need More Help?**&#x20;

We’re here to make things easier for you!

* Email Us: Reach out anytime at <support@retainful.com>.
* Schedule a Call: Still stuck or need a hands-on walkthrough? Book a quick session with our support team, and we’ll guide you step-by-step.

[**Schedule a call with us**](https://zcal.co/retainful/onboarding)**.**
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.retainful.com/contacts/import-contacts-from-csv-file.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
