Import contacts

Bring contacts from a spreadsheet or another system into JourneyCARE by uploading a CSV file from Contacts and mapping its columns to contact fields.

Run the import

The importer is a guided flow: choose what to import, upload the file, map the columns, then confirm the import details before the file is processed.

1. Go to Contacts and click Import. The Import icon looks like a downward arrow pointing into a box.

2. In the Imports window, select Contacts and click Next.

3. Confirm your file format.

4. Upload your file.

5. Map each file column to the corresponding contact field.

6. For non-standard data, either create a new custom field or select Don't import data in unmatched columns.

7. Fill in the import details: name the import, create lists, and set consent preferences.

8. Click Bulk Import.

9. Wait for the contacts to finish importing.

CSV file limits and the sample file

Contact imports accept CSV files up to 50MB. The Download Sample File option shows the standard contact fields used in import.

Related topic: create custom contact fields for member data that the standard contact fields don't cover.