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Knowledge Base Home aero-right Contacts aero-right How to Copy Lists

How to Copy Lists

Contacts Updated on May 27, 2021

If you are managing multiple lists, it comes as no surprise that having one main list can save so much precious time, which is why we recommend using our feature Copy List. Now, if managing one list isn’t in your best interest but do need to copy from one list to another we’ve got you covered. Copying contacts from one list to another is fast and straightforward.

In this article we will walk you through the different options available, just choose the option you need below.

Before you get started, consider the following:

      • Duplicate contacts will be removed when copying to an existing list. Your original lists are not affected.
      • List are not automatically deleted when copied to another list.
      • Duplicate contacts do not count against your plan.
      • If you add a list to the Trash Can, the contacts are considered active. To remove those contacts, you can permanently delete them, click here to learn how.
      • Moving contacts from one list to another removes them from the list they are being moved from.

 

Copy one list to another list

 

      1. From the Dashboard, click on Contacts and then select Contacts.
      2. Click on the name of the list you want to copy over.
      3. Then, click on the more options icon and select Copy List.
      4. A Copy List pop-up will appear, select to create a New List or choose an Existing List to copy the list to.
      5. Click Save when done. Note: If your contacts don’t show up immediately, please refresh your page.

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Copy or Move individual contacts to another list

 

      1. From the Dashboard, click on Contacts and then select Contacts.
      2. Click on the list name containing the contacts you’d like to copy/move to another list.
      3. Now, “Check” the box to the left of your desired contact(s).
      4. Then, select the option Copy to List or Move To List located on the List options tab.
      5. On the popup provided, select one or more lists.
      6. Lastly, click Save.

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Copying lists with different fields to another list

 

      1. From the Dashboard, click on Contacts and then select Contacts.
      2. Click on the name of the list you want to copy over.
      3. Click on the options icon and select Export to File.
      4. On the Export List pop-up, choose your Contact Filter Options.
      5. Select the Fields you would like to export.
      6. Click Download as CSV or Download as Excel when done.
      7. Save the file on your computer

Now, upload it into the desired list:

      1. On the Dashboard menu, select Contacts.
      2. Locate the list you would like to add contacts to and click on the more options icon next to it.
      3. Now select Add contacts to this list.
      4. Click on the Import Contacts From a File option and then click Next.
      5. Click the Browse button and open the file you just saved to your computer.
      6. Click Next.
      7. Map the fields accordingly.
      8. Lastly, click Save & Finish.

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If you have additional questions, please feel free to contact our support team via Email, LiveChat or Phone.