Import recipients

Abstract

Learn how to import contacts from other sources.

Sitecore Send lets you import contacts from files, Google, and/or Salesforce by using a preset bulk import action.

To import a contacts list:

  1. On the dashboard, click Account and click Email lists.

  2. Click the list that you want to add contacts to.

  3. In the menu on the left, click Perform bulk actions.

  4. Navigate to Import members into list and click Select.

  5. Click one of the following tiles and click Select:

    • CSV /TXT file

    • Excel file

    • Paste text

    • Google contacts (also available as plugin)

    • Salesforce contacts

  6. On the Data selection tab, click Browse and select the file that you want to import.

    In case of the Paste text option, paste your list.

    In case of the Google contacts or Salesforce option, you can decide to filter the list.

    Note

    The maximum import size for CSV, TXT, and Excel files is 40 MB.

  7. If you have the consent from all subscribers on the list via the double opt-in process, select the checkbox: Yes, add them as verified, I do have consent from these members and click Next.

  8. On the Data mapping tab, click each drop-down list and select the custom field that fits best. If you want to map a specific column to a field, toggle the Map to On and click Next.

    If you have not mapped all the fields, a notification appears asking if you want to ignore any columns that remain unmapped. Click Ignore and continue.

  9. On the Notification tab, select if and how you want to be notified once the import process has been completed and click Import. A pop-up message informs you that your requested import operation has been successfully queued. To view a report of your import's progress, click Go there.