How to import contacts
In this article you will learn how to import a list of existing contacts into your Triggerbee account.
- Navigate to Customer profiles and import. You can also find this section under Settings --> Manage Contacts.
- Download the Import Template, and open it in Excel or Google Sheets.
- Copy+paste your contacts into the template, and save it as a.csv-file.
- Go back to Import in Triggerbee, hit the "Choose File"-button and select the file you just saved.
- Click Preview in the left corner and ensure that everything looks correct. The bolded text on the right shows the information you've added.
-
You're almost done! If everything looks correct, click on "Import". You can choose between two different options when you import.
Recommended: Ignore empty columns. This means if you have empty columns in your sheet, it won't affect any existing contacts already in your Triggerbee account.
NOT recommended: Remove existing data with empty columns. This means that if "[email protected]" already exists in your Triggerbee account, and you have added him in your .csv file, any cell left empty will also clear his information in Triggerbee. -
Click on "Yes" to import your contacts!
-
Congratulations, you've just made your first contact import!