Email Contact and Group Import

Import contacts

• 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 be directed to the Import Contacts page, where you can find everything needed to upload 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. Note: You do not need to include every field. You can upload only the columns you need — for example, email address, group, or tags. 
• 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 the pop-up window, use the drop-down lists to map your CSV columns to the corresponding 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 full list of supported import fields, see the 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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