If your CRM isn't integrated with ActivePipe, it’s easy for you to upload and manage your contacts within ActivePipe.

First, have your contact list ready - whether you’ve exported this from your CRM, or have a manually built spreadsheet. Make sure your file is saved as a .csv file.

We recommend you upload at a minimum a first name and an email address, but you can map many other fields and attributes if you wish to.

Navigate to the Contacts menu, found at the left of your screen

• On the Contacts screen, Click the Add Contacts button
  
  
• At this point you can choose to either Create a single contact or Import contacts. To import a CSV file choose Import Contacts
• Drag and drop your CSV file, or click on the link to locate it on your local computer, select, and click Open
• Click the Import Contacts button
• ActivePipe will import your contacts, and ask you to Verify your Fields:
  
  
  
  • Check that the values in your database are being correctly matched to the fields in ActivePipe.
  • Add any new fields you would like to map by clicking on the applicable Field to save value to dropdown, and selecting Create Custom Field. Enter a name for your custom Field, and click Save
  • Click the Continue button once you have verified your fields.
• Next, you will be asked to review your contacts. Look over the sample records displayed from your file to check everything looks ok. At this stage you also have a few additional options:
  • Save New Contacts as an Audience:
    Tick this and enter a name to create a new Audience based on this upload.
  • Unsubscribe all contacts that are not in this import?:
    This is an option if this suits your needs.
  • Trigger subscription events for new contacts:
    Tick to connect to running campaigns triggered by subscription, e.g: the Welcome Email.
    Note: The campaign with Subscription trigger needs to be Running prior to your CSV upload.

It’s also important to know that if you are re-uploading existing contacts, ActivePipe will automatically recognise them (based on email address) and update them, rather than duplicate them.

• Once you have checked the sample and selected any additional options, click the Finish Importing button
• ActivePipe will complete the upload (noting this may take a little time if you are uploading thousands of contacts), and provide you with an Import Overview
  
  
  This shows you contacts that are:
  • New: Have not been uploaded to this account before.
  • Updated: An existing contact that has been updated.
  • Skipped: This contact record was not imported. Details on why can be found below the Overview, by clicking on the Skipped Record link.
  • Total: the total number of contacts uploaded in this import

To check your import was successful, navigate back to the Contacts Menu to see the overview, and click the Contact List tab to see them in detail.