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Contacts - How to Import Contacts From a CSV File

Modified on Tue, 07 May 2024 at 12:26 PM

This article will discuss importing contacts into ClickFunnels 2.0 from a CSV file. Doing so allows you to add contacts in bulk and import from external software and services supporting the CSV file format. Your contacts must be over 18 and must have given permission to receive marketing communication.

Table of Contents


Requirements

  • An active ClickFunnels 2.0 account
  • A contact list in a properly formatted CSV file

Step by Step Walk Through

  1. Click Customers from the left-hand main menu.
    Clicking the Customers menu.

  2. Click on Contacts.
    Click Contacts menu

  3. Click on Actions then click on Import.
    Click on Actions

  4. Click on Import Contacts then click on CSV Import.
    Click on CSV Import

  5. Optionally, download the example CSV file to ensure that your CSV file is formatted correctly.
    Download example

  6. Click on the Upload File button.
    Upload your File

  7. Select the properly formatted CSV file you wish to import.

  8. If you’ve imported contacts previously, you can choose to use the same field mapping as before.
    map fields

  9. Click on the Continue button.
    Click on Continue

  10. Adjust the Field Mappings as needed to ensure each field is imported into the appropriate field in ClickFunnels. The following fields are available in ClickFunnels 2.0:
    Adjust the fields

    • Avatar Image
    • Community Bio
    • Date Added
    • Default Address
    • Email Address
    • Facebook URL
    • First Name
    • Instagram URL
    • Is Community Flagged?
    • LTV
    • Last Activity
    • Last Name
    • Limit Chat
    • Tags
    • Time Zone
    • Twitter URL
    • UUID
    • Unsubscribed
    • Website URL
  11. Scroll to the bottom of the page and click the Continue button.
    Click on Continue

  12. Double-check the import preview to ensure that each field is mapped correctly.
    Import preview

  13. Scroll down and check the box next to I confirm that each contact is over 18 and has given permission to receive marketing communications.
    Confirm upload

  14. If you wish to overwrite the contact information for existing contacts with the same email address, check the box next to Overwrite existing contacts with matching email.
    Overwrite contacts

  15. When ready to start the import, click the Perform Import Action button.
    Perform Import Action

  16. You will be taken to the Import Action Details, which summarizes the import action. It includes details such as:
    Import Action Details Import Action Details 2

    • Progress
    • Imported Contacts
    • Failed Contacts
    • Access to download the CSV file
    • The import start time
    • The import completed time
    • Field mappings used
    • Created By
    • Approved By
  17. Congratulations! You now know how to import contacts into ClickFunnels 2.0 using CSV files.

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