Email Contact and Group Import

Import Emails

• Click Contacts > Contacts & Donor Management at the top of the screen. 

• Once you are on the Contacts page, click Actions>Upload from a File.

• You will then be directed to the Import Contacts page. This page has all the information you will need to begin uploading your contacts.

• If you don't already have a CSV file prepared, you can use the template provided here.

• If you already have your file prepared, drag your file into the square shown below or click on the Browse option to upload your file. ***You do NOT need to have all this information in order to upload. You can just upload the columns you need. ie. email address, group, tags, etc. 
• Please note the instructions provided on the upload page below regarding duplicate handling of contacts during the import.

• Below is an example of a CSV file used to import contacts.
• In this example, three contacts are to be uploaded.

• In this pop-up window, you can see the drop-down lists show existing fields on a contact record that can be mapped. This mapping exercise aims to align the columns in your file with the fields in BetterUnite contact records. 
• Regardless of what your CSV column is titled, you can map it to a contact record field. If you use our template, the mapping is easier because it'll automatically match the column names. 

• Once the CSV file that you prepared is uploaded, review the data and click Import.

• On the confirmation page shown below, you can see the contacts that are imported. This section also shows whether a contact was created new or updated.
• An updated contact means it matched a contact already in the system.

• Once the Contacts are imported, you can see them on the Contacts page, as shown below.

• For a set of available fields that you are available to import, please review this article here.

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

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