Knowledge Base

Not sure how to do something in TouchConvert? This is where we post 'how-to' guides, explainations and answers to our most frequently asked questions.


Category: Contacts

Step by Step Guide to Importing your Spreadsheet

By Olivia Justice
May 02, 2017 Category: Importing, How To Import, Importing Contacts, Contacts, Subscribers

How do I import my contacts into TouchConvert from a Spreadsheet? Importing contacts into TouchConvert doesnt have to be something you need to lean on a TouchConvert team member for assistance with. Whether you already have your contacts in an organized spreadsheet or all over the place, this article will get you in the right place to import your customers (or potential customers) into our platform. Quick 2-minute summary: Preparing and Organizing Your Excel Sheet for Import Organize your data into separate columns (first name, last name, email address, etc.) Add any custom fields youd like to import into TouchConvert Use the find and replace tool to remove any commas, apostrophes or quotes Save your file as a CSV Your spreadsheet may look something like this: Notice how all of the contact fields are a header for the column underneath? Be sure to give a header to all of your fields. Uploading your file to an Email Campaign For a New Email Campaign: From your Dashboard

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