Importing Contacts into Email Marketing

Use this method to import clients into Email Marketing who do not meet Email Marketing's sync criteria. 

What happens if I sync over a contact from Meevo who was already manually imported into Email Marketing?

Imported contacts are normally ignored by the Meevo sync. They are not automatically purged, nor are their custom fields automatically updated. However, if the email address matches in both records, that can result in the two records being merged. If the records are merged, the resulting record is tied to the Meevo sync and will follow that logic accordingly.

What happens if I import a contact into Email Marketing who was already synced from Meevo?

If you import a contact who was already synced, Email Marketing will present options as to how to handle the profile data (e.g. ignore, replace, etc.).

To import contacts

Note: Imported contacts won't trigger automation events because the Email Marketing sync does not update custom fields.

For additional details on importing, you can also review the Email Marketing Self-Help topic How To Import Contacts From a File.

  1. Log into Email Marketing.
  2. Select Audience, and then select Imports from the Grow menu on the left.

  3. Select Import Contacts.
  4. On Step 1:
  5. Drag-and-drop or choose the file to upload. Be sure to review the Important! information and acceptable file types.
  6. Enter the Source into the text field.
  7. Specify how to handle duplicate contacts.
  8. Specify if Email Marketing Should contact updates trigger a field change workflow if applicable. If you're unsure of what to do with this option, review Email Marketing's Self-Help topic Trigger Events: Field Change.
  9. Select Continue.
  10. On Step 2:
  11. Next is the import mapping screen. If your spreadsheet has a header row (which it will if you are uploading an export from Client Selection Export), then make sure you select Skip in Row 1. It is not necessary to map the contact fields.

  1. Select Continue when finished.
  2. On Step 3:
  3. Select where these imported contacts will go: an existing group or a new group.

  4. Select Continue when finished.
  5. On the Summary step, review the details of the import and select Import at the bottom of the page to complete the process. The actual import takes about a minute or two to complete.