How to Import Contacts From a CSV File

This article will discuss importing contacts into ClickFunnels from a CSV file. Importing contacts from a CSV file makes it easy to add large groups of contacts to your ClickFunnels account efficiently. This method is highly efficient for managing large lists, such as customer databases, event attendees, or program subscribers. By uploading a CSV file, you ensure that all contact details are correctly imported, saving you the time and effort of manually entering data.

Caution

Your contacts must be over 18 and must have given permission to receive marketing communication.

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Requirements

• An active ClickFunnels account

• A contact list in a properly formatted CSV file smaller than 50 MB

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Access Import Actions

1. Click on Customers from the left-side navigation menu in your account.

2. Select Imports from the dropdown menu. You can also select Contacts and click the Import button in the top right corner of the page.

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Import Contacts from a CSV File

1. On the imports page, click the New Import button in the top right corner.

2. Optionally, click Download example CSV file to ensure correct formatting.

3. Click the Upload File button to select your file.

   Note

   • The CSV file must be less than 50 MB.

   • Only one import can run at a time. If an import is already running, you’ll see “There is already an import running, please wait for that to finish before starting a new upload.”

4. If you have previous imports, you can reuse the same field mapping. This is useful for re-uploading corrected records or regular updates.

5. Click Continue.

6. Adjust the Field Mappings to ensure each CSV field matches the appropriate field in ClickFunnels. This ensures your contact information is categorized correctly, making it easier to manage. For each CSV Column, search for and select the matching Contact Field. Standard fields (like name and email) and your contact attributes appear in the same list.

   Caution

   You must map a column to Email address. Otherwise, you’ll see “Your CSV mapping is invalid and must have a mapping for Email address.”

   Caution

   When importing addresses:

   • If you include any address field in your import, ClickFunnels will create an address record for the contact.

   • The imported address automatically becomes the contact’s Default address. This will replace any existing Default address for that contact.

   Note

   You can access and add Contact Attributes from Workspace Settings > Contact Attributes. Contact attributes that allow multiple selections can’t be mapped in a CSV import.

7. Click Continue to proceed.

8. Preview Import Action. Confirm all details are accurate, then check the boxes to:

   1. Confirm each contact is over 18 and has given permission to receive marketing communications (required).

   2. Overwrite existing contacts with matching emails (if applicable).

9. When ready, click the Perform Import Action button to start the import.

   Note

   If the import would put your workspace over your plan’s contact limit, a Contacts limit exceeded window explains: “The number of contacts you are trying to import in this CSV will put you in excess of your plan’s limit. If you proceed we will only import the first … contacts in the CSV.” Click Proceed to import only those contacts, or Discard to go back.

10. You will be taken to the Import Action Details, which summarizes the import action.

11. To see your list of contacts, navigate to the left side menu, click on Customers, and then select Contacts.

Note

Every contact in an import is automatically tagged with a tag named Import - followed by the date and time of the import. You can use this tag to find or filter the contacts from a specific import.

To learn how to manage your contacts, Refer to How to Manage Contacts