Contact List Upload and Download

This article will show you how to upload contacts from a file and export your contacts as a spreadsheet.

Contact List Upload

Multiple contacts can be created/updated at once using the Contact List Upload tool. Contacts must be in a properly formatted spreadsheet (.csv, .xls, .xlsx, and .txt file types are supported). Likewise, new or existing contacts can be added to groups in bulk from here as well.

Important Notes

• If you wish to import addresses with your contacts and want to be able to select those individuals using the mapping tool for geo-targeting alerts, please contact Support.
• If the file you plan to upload contains existing contacts, ensure that you have their correct contact information in the file to avoid duplicate user creation. Existing users are found/matched based on email or phone numbers.
• If contacts and admins are managed through one of our automated or File Transfer Protocol (FTP) upload processes, the Contact List Upload feature should not be utilized.
• Groups must be created prior to using the Contact List Upload tool if you wish to import contacts to a group. For information on how to create groups, view the Add a Public Group and Add an Internal Group article.

• Public sign-up users created with the Contact List Upload feature are automatically activated at creation time.

1. Sign in to the system if you have not already
2. Navigate to Resources, then select Manage Directories
   
3. Click the Internal Contacts option if you wish to upload internal users, or click the Public Contacts option if you wish to upload public users
   
4. Click the Contact List Upload button
   
5. Review the Upload Instructions
   
   
   Note: Click the Download our sample Excel .XLS file link below the 'Downloading Instructions' list to download a spreadsheet with the proper columns already set up.
   
6. Scroll down to the Upload section and click the Choose File button
   
7. Use your system's File Explorer dialog to select the file you wish to upload
8. Click the Update member attributes? checkbox to overwrite contact data for any existing members that appear in the file
   
   
   Note: If you only wish to add contacts to a group and do not want to update existing contact data, make sure the Update member attributes checkbox is left unchecked. New contacts will still be created whether the box is checked or not.
9. If you wish to add the imported contact(s) to a group, select the desired group(s) within the Available groups list
   
   
   Notes:

   • The selected group(s) will appear within the Selected groups list.
   • If a group is selected, all new and existing contacts will be added to the selected group(s).
   • Groups must be created prior to using the Contact List Upload tool if you wish to import contacts to a group.
   • Click the Show parent groups checkbox below the Selected groups box to expand all parent-child groups.
10. Click the Submit button
    
11. Review the information on the Import Preview page to verify the appropriate contacts will be created and/or updated
    
    
    Note: Click the Return to Upload Page link to return to the upload page and make changes, if necessary.
12. Click the Submit button
    
    
    Note: If you selected any groups during the upload process, you can verify contacts were added to the selected group(s) by navigating to Public Groups or Internal Groups in the left menu and selecting the target group to see the group's contacts.
13. Review the Import Results page
    
14. The uploaded contacts have been imported

Go to Article Navigation

Contact List Download

You can use the Contact List Download function to export Internal and Public Contacts lists.

1. Sign in to the system if you have not already
2. Navigate to Resources, then select the Manage Directories option
   
3. Click the Internal Contacts option if you wish to export internal users, or click the Public Contacts option if you wish to export public users
   
4. Click the Contact List Download button
   
5. Check the Include Group Memberships checkbox to include information about each contact's group memberships, if desired
   
6. Click the Begin Export button to download an Excel file with the contacts
   
7. Open and view the Excel file with the contact details

Go to Article Navigation