How to Import Contacts: Step 1 of 3

Note

This function is permission-based. Please reach out to your Marketing Administrator for assistance. 

The new data importer allows for user to import contacts into the TE system. See attachment below for contact import .CSV template or click HERE to view in a new tab. 

Click HERE for the interactive simulation for this topic.

1. On the left navigation, click Import Data.
2. Choose a data import template.
3. Fill out your CSV file. Click HERE to learn more about import template set up. 
4. On the right side of the screen, click New Data Import.
5. Input a name of the import. 
6. Choose the Contact data type.
7. Click Continue to advance.

Tip
At the bottom of the page, click Save & Exit at anytime to save your progress and come back to your import at a later time. 

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