Importing from Excel and CSV

You can import up to 65,000 audience contacts from an Excel (xls or xlsx) spreadsheet or any number of members from a Comma Separated Values (csv) spreadsheet.

Make sure the list you're about to import jives with our permissions policy. Need a reminder on who you can email?

DO send emails to people who:

  • are members of your organization
  • bought something from you in the past 18 months
  • signed up to receive your emails

And DON'T:

  • buy or rent lists
  • grab email addresses off websites without people's knowledge
  • email anyone who has ever asked you not to

How to import contacts to your audience:

  1. From the Audience page, click the ""Manage imports"" button. From the import page, click Import contacts on the top-right.
  2. After making sure your list complies with the outlined permission standards, upload your file by either dragging it into the box displayed, or by clicking ""Choose file"" to select a file from your computer.
  3. Choose how you want us to handle any email addresses we find in the file you’ve uploaded that are already associated with contacts in your audience. You can choose to leave existing contacts alone and just add new contacts from your file, or you can choose to update existing contacts with the information within your file. This is generally the way to go if you want to add existing contacts to a new group along with new contacts, or if the file you’re uploading contains the most up-to-date information about your contacts.
  4. Map your fields by following the directions on the page. To help you get a head start on mapping your fields, we're automatically running the "Guess" function here to speed up the field mapping process. We're using some fancy logic to anticipate if your file has a header row and will pre-check the "Skip" box to ignore that header row in most cases.
  5. If your file contains information that you want to import into Emma, but you haven’t yet created a field, you can do so by choosing the Add field option from the field dropdown menu.
  6. From the pop-up modal, you can name your new field and choose a field data type from the dropdown menu. Click Save to continue mapping your fields. When you’ve finished mapping your fields, click Continue.
  7. Create a new group for your import or select an existing group in your audience. Click Continue. Once you've reviewed your import summary, click Import to start the process.

Import speed will depend on the size of your file, as well as how large your existing audience is, since imports check every new record against every existing record. It all happens pretty fast, but you can refresh your browser window to wait for the icon on the left to change from a clock (in progress) to a green checkmark (success). If the import shows up as a red X, there was a problem. Click on the downward-pointing arrow to the right to 'View error' and follow the instructions to re-import the newly tweaked file.

After a successful import, you can also click that down-arrow button to the right to 'View import statistics.'

  • Don't worry if your file contains several entries of the same email address. We'll weed those out during import and also look for any improperly formatted email addresses (which we'll move to the error bin for easy cleanup).
  • Make sure that the spreadsheet you're importing doesn't have multiple tabs along the bottom. Your account doesn't understand how to read files like this, so not all of your contact information will be imported.
  • The numeric field properly adds a decimal point and a zero behind any number imported to that field. If you don't want this, we suggest using a short-answer field.