The bulk import wizard lets you upload a CSV or Excel file to add or update many contacts at once. The process has four steps: review import notes, upload your file, map columns, and preview your data before importing.
In Campaign > Contacts, click the Import button in the page header.
Before uploading, download the correct template for your use case:
The template shows all supported column headers. Only the mandatory columns need to be filled in.
Mandatory columns:
| Column | Notes |
|---|---|
| First Name | Cannot contain double quotes |
| Last Name | Cannot contain double quotes |
| Must be a valid, unique email address |
Optional columns:
| Column | Notes |
|---|---|
| List | Must match an existing contact list name exactly; admin-type lists cannot be used |
| User Status | Values: confirmed, waitlist, or inactive |
| Email Consent | Values: yes or no |
| Phone Number | Format: +xx xxxxxxxxxx |
| Format: +xx xxxxxxxxxx | |
| Twitter, LinkedIn, Facebook | Must be valid social media URLs |
| Photo | Must be a valid URL |
| Passcode | Max 6 characters; must be unique |
| QR | External QR code value; must be unique |
| Date fields | Format: YYYY-MM-DD |
| Custom form fields | Columns vary by contact list |
Note: Contacts cannot be imported into admin-type lists. Only custom-type lists are valid import targets.
Click Upload and select your CSV, XLS, or XLSX file. The system reads the file and proceeds to column mapping.
The mapping screen shows your file's column headers on the left. Use the Map To dropdowns on the right to match each column to the corresponding Eventify field.
Color indicators guide you:
Select how the system handles contacts that already exist in your database (matched by email):
| Option | What it does |
|---|---|
| Skip | Imports only new contacts; existing contacts are left unchanged |
| Overwrite | Updates existing contacts with values from the file |
| Overwrite + Skip Blank | Updates existing contacts but preserves existing data for blank cells in the file |
The preview table shows all rows with validation results:
Click Import [n] Contacts to start the import. A progress indicator shows the operation running. Once complete, the new contacts appear in your Contacts list.
CSV, XLS, and XLSX are all supported.
No. Contacts can only be imported into custom-type lists. Admin-type lists are blocked from import.
Rows with validation errors (invalid email, wrong date format, missing required field, duplicate email within the file) are skipped. Valid rows in the same file are still imported.
Overwrite updates all fields for matching contacts, including clearing fields that are blank in your file. Overwrite + Skip Blank updates only the fields that have a value in your file, leaving existing data intact for blank cells.
No. Duplicate emails within the import file itself will cause a validation error. Each email must be unique within the file.
