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Uploading and Adding Contacts to Giftbit
Uploading and Adding Contacts to Giftbit

Adding contacts to a CSV, TSV, or XLSX file and how to upload that file to Giftbit

Sofia Baltasar avatar
Written by Sofia Baltasar
Updated over a month ago

If you plan to have a large amount of sending, it can be best to upload the list of recipients, rather than entering them all manually to save time.

Add Contacts to CSV, TSV, or XLSX File

  1. Open Excel, Google Sheets, etc.

  2. In the columns input the following information:

    • Email (Required)

    • First name (Optional)

    • Last Name (Optional)

      • You do not need to include these as labels or headers in the file.

  3. Review to ensure the name matches the email address

    1. Make sure there are no spaces before the email as this can cause the row to fail during upload.

  4. Save the file as a .csv, .tsv, or .xlsx


Upload Contacts to Giftbit

  1. Select Contacts from the left-hand side menu & then Upload Contacts

  2. Upload the desired .csv, .tsv, or .xlsx file

    • In the drop-down menu select the corresponding labels

    • Add a tag to the contact list so you can easily locate contacts after they are uploaded

      1. If a tag is not selected it will be automatically tagged with today's date

  3. Review information and select Upload

💡When the upload finishes, you will see a status window for number of contacts, added and failed. If a row failed, you can download a CSV to see exactly which failed. If you included "Email", "First Name" and "Last Name" as headers, that likely is the failed row.


Common Issues

If there are any problems with the upload's contents, a message will appear "A file with error details can be downloaded here" which will provide a pop-up explaining what failed.

  • The file type is not a .csv, .tsv, or .xlsx

  • The email address field was not mapped to the correct column

  • Email address(es) were malformed

  • Formatting in cells of the original file interfered with output

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