This guide covers definitions on the first page of the import process. Please review our other import guides for step-by-step instructions on all import types.
Upload File
Import a .csv or .xlsx file. Ensure there are no special characters (@#$%, etc.) in the column headers. As a general rule, if the file struggles to open on your device, do not attempt to import it. Download an example file from this guide here.
Import Options
Contact Import: Insert new records, or update existing records in your database. Tags can be applied by values in columns of the import, or applied to all of the records in the import.
Tag Import: Tag the individuals in the imported file. Tags can be applied by values in columns of the import, or applied to all of the records in the import.
Global Tags
A global tags will be applied to your entire file, so you can easily create audiences based on those in the imported file. If you have not created a tag before, check out this guide for more information.
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