Uploading New Contacts

In this article, we'll review how to add new contacts to your organization's contact datadate.

You can upload contacts by clicking the UPLOAD icon.

When you click that icon, you'll be redirected to a separate page. You'll want to check the box next to the acknowledgement 'I have received explicit permission from all the contacts included in this import to send email to them.'

Next you'll want to choose whether the contacts you're uploading should be added to an existing list or if you want to create a new list.

If you click ADD TO EXISTING LIST, the YOUR CONTACT LISTS pop up window will appear. You can select which list you'd like to add the new contacts to by checking the circle that corresponds with that list, then clicking USE SELECTED LIST. You can also completely replace the contacts within a selected list by checking the box next to REPLACE EXISTING CONTACTS IN LIST?

If you click CREATE NEW LIST, the MAKE NEW LIST FOR CONTACTS IMPORT pop up window will appear. Type the name of the list into the textbox and click CREATE NEW LIST.

Then click SELECT IMPORT FILE.

After selecting the file you want to import, you'll need to choose which specific worksheet you want to import within that file. I only had one sheet within my file, so I chose that one.

Then, you'll scroll down to step 3. You have the option to REMOVE ROWS FROM THE IMPORT. For example, I had a header row for First Name / Last Name / Email in my sheet. I've chosen to remove that row so that date isn't mistakenly uploaded as a contact.

You also have a dropdown menu for NUMBER OF PREVIEW ROWS on the right. This is optional and just refers to the number of rows you want displayed on this page.

Next, you'll want to utilize the SET NAME drop down menus to ensure the columns in your file match up with the categories within SeatRobot. 

Once all of the columns are matched, click IMPORT SELECTED FILE.

Once the list is successfully imported, you'll be redirected back to the main contact page. If you hover over the LIST icon next to any of the new contacts you've imported, you can see which list that contact belongs to. After uploading a list, you'll also notice in the right hand corner that the number of lists and total number of contacts has increased, commensurate to your most recent upload.