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Knowledge Base Home aero-right Getting Started Importing & Exporting aero-right How to Import Contacts

How to Import Contacts

Getting Started Importing & Exporting Updated on October 5, 2022

Whether you need to upload a list of 10,000 contacts or you’d like to pull contacts from another service, there are multiple options available in your Benchmark account.

If you prefer a video tutorial, watch this video.

BEFORE GETTING STARTED, PLEASE NOTE THE FOLLOWING:

  • When you upload a list to our system, please keep in mind that your list is subject to sampling. Click Here to learn more about list sampling.
  • Email addresses that are role-based, duplicates, unsubscribe, or blocked domains are automatically removed from your list.
  • If there are multiple sheets in your excel file, only the first sheet will be imported.
  • When using the field type AlphaNumeric, you can add up to 200 characters, but the character amount can vary based on double-byte characters used, click here to learn more.

Import contacts from a file

  1. Log into your Benchmark account.
  2. Click on Contacts from your Dashboard and select Contacts.
  3. On the Contact Lists page, click on the icon.
  4. Click Add Contacts to Lists.
  1. Select Import Contacts From a File then click Next.
  2. Now, select the lists where you would like to add your contacts to.
  3. Click Next.
  4. Click on Browse to select the file.
  5. Map your data fields with the Benchmark list fields.
  1. Click Save & Finish.

CONSIDER

  • The system will display the first 10 results from your data as a sample.
  • Your Free Starter Plan allows you to send 250 individual emails per month at no cost. If you need to send to more than 250 contacts in a month, you’ll need to upgrade your plan.
  • Benchmark  supports Excel (.XLS or .XLSX), Comma Separated Value (.CSV), or Text (.TXT) file. To import or upload a file of email addresses into Benchmark you will need to export your contacts (from your current application) and make sure that the file is saved as a .XLS, .XLSX, .CSV or .TXT file.
  • It takes approximately 5 to 45 minutes for your lists to be uploaded in the system, depending on the number of contacts in the file.  You will then receive an email confirming that your list has been successfully uploaded into the system.

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Copy and paste contacts

  1. Log into your Benchmark account.
  2. Click on Contacts from your Dashboard and select Contacts.
  3. On the Contact Lists page, click on the More Options icon.
  4. Click Add Contacts to Lists.
  1. Select Copy & Paste Contacts and click Next.
  2. Select the list where you would like to add your contacts to and click next.
  3. In the box provided, start pasting the email addresses.

CONSIDER

Add only one email per line. If you have a string or block of emails, please delete all commas and hit “ENTER” after each email address. You may copy & paste up to 50 email addresses here.

  1. Click the Add Contacts button when done.

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Add individual contacts

  1. Log into your Benchmark account.
  2. Click on Contacts from your Dashboard and select Contacts.
  3. On the Contact Lists page, click on the More Options icon.
  4. Click Add Contacts to Lists.
  1. Select Add individual contacts and click Next.
  2. Select the list where you would like to add your contacts to and click next.
  3. On the Contact Details page, fill out the data fields for your contact.
  4. When done, click the Add Contact button.

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Import from a service:

  1. Log into your Benchmark account.
  2. Click on Contacts from your Dashboard and select Contacts.
  3. On the Contact Lists page, click on the More Options icon.
  4. Click Add Contacts to Lists.
  1. Select Import from a service and click Next.
  2. Select the integration you would like to import contacts from and continue the process.

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If you have any questions, please contact our support team.