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'.

Import Contacts

• Choose an import type - >"Import from CSV File" and continue.

Import from a CSV File

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.

Download Sample CSV FIle

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.

Choose CSV FIle

• 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’.

Verify The Information

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