How to Import Contacts: Step 3 of 3

Click HERE  for the interactive simulation for this topic.

1. Click Select file to upload and choose your file OR drag and drop your saved CSV import file.
   • File upload limit is 50MB.
   • You receive a success message if the upload was done correctly. 
2. Click Continue to advance. 
   • Map your column name data information to the correct mapped property. 
3. Clicking Apply Defaults automatically maps your columns to the proper TE fields.
   • A pop-up box appears. 
4. Click Yes to continue. 
5. Click Continue to advance. 
   • A pop-up box appears. 
6. Choose to save your mapping template for future use by choosing one of the following:
   • Existing template
   • New template
   • Do not save
     
7. Click Continue to advance. 
8. Review your import test results.
9. Check the acknowledgement and click Submit to finish.

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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