Import contacts
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How do I import contacts with multiple values for a contact field?
Importing contacts into ActiveCampaign is a fundamental feature that allows users to manage their contact database efficiently. One particularly useful aspect of this functionality is the ability to import contacts with multiple values for a single custom contact field. This is especially relevant in scenarios where you've collected data using a multi-select field, allowing for greater granularity in your contact information.
This article will guide you through the process of importing contacts with multiple values, ensuring you can leverage all the features that ActiveCampaign has to offer.
How to access this feature
To access the contact import feature within ActiveCampaign, you need to be logged into your account. Once logged in, navigate to the Contacts section from the main dashboard. From there, you can start the import process by selecting the relevant options that allow you to upload your CSV file containing the contact information.
Step-by-step instructions
Follow these steps to import contacts with multiple values for a contact field:
- **Prepare your CSV file**:
- Open your CSV file and identify the column where you have the custom contact field that needs to accept multiple values.
- **Edit the field values**:
- In the identified column, you will need to format the values correctly. For each entry that contains multiple values, insert double bars (||) between each value.
- For instance, if your contact's favorite desserts are Ice Cream, Cookies, and Cake, format it as:
Ice Cream||Cookies||Cake
- Note that you do not need to add spaces surrounding the double bars; a space will be automatically added between each value when the contact is imported.
- **Import your CSV file**:
- Once you have formatted your CSV file correctly, you can proceed to import it into your ActiveCampaign account by following the appropriate import process.
Configuration options and settings
When preparing to import contacts, pay attention to the following configuration options:
- Custom Contact Fields: Make sure you have the appropriate custom fields set up in ActiveCampaign to accept multiple values.
- CSV Format: The CSV must adhere to the proper formatting standards outlined in your account settings.
Best practices and tips
- Ensure your CSV file does not contain unnecessary spaces or characters that can disrupt the import process.
- Always back up your contact information before proceeding with an import to avoid any loss of data.
- Familiarize yourself with the ActiveCampaign documentation on preparing your CSV file to enhance efficiency; you can find more information here: [1].
Troubleshooting
If you encounter issues during the import process, consider the following troubleshooting steps:
- Check that the CSV is formatted correctly with double bars (||) between multiple values.
- Ensure that the custom fields in your ActiveCampaign account match the columns specified in your CSV file.
- Look for any error messages during the import process, as they can provide specific cues about what may have gone wrong.
FAQ
- What types of custom fields can accept multiple values?
* Custom fields created as multi-select have the ability to accept multiple values.
- Do I need to use any specific formatting for my CSV file?
* Yes, ensure to place double bars (||) between multiple values for the same field without additional spaces.
- Can I import contacts without custom fields?
* Yes, but this guide specifically addresses importing contacts with multiple values in custom fields.
- What should I do if my import doesn't seem to work?
* Double-check your CSV formatting and ensure the field names match those defined in your ActiveCampaign account.
- How can I verify if my contacts were imported correctly?
* After the import process, navigate back to the Contacts section to review if the data appears as expected.
- Is there a limit to the number of values I can input for custom fields?
* While there isn't a strict limit for the number of values, it is best practice to keep it manageable for usability.
- What happens if I incorrectly format the CSV?
* Incorrect formatting can lead to failed imports or mixed-up data; it's advisable to carefully review and test with a smaller batch first.
This article outlines how to import contacts with multiple values for custom fields, which can significantly enhance how you manage your contact information in ActiveCampaign. For additional resources, always refer to the official documentation and support articles provided by ActiveCampaign. ```