If you have a spreadsheet of your existing contacts you can import them very easily by following these instructions.
Contact Data migration is now easier than ever! The new, easy-to-follow process helps you import your contacts into Automizy using CSV format.
You can upload your contacts to Automizy in a step-by-step process, the wizard will guide you through this 4-step process.
Step 1: Go to Contacts/List and click on “NEW LIST”
Name your list:
Click on ADD CONTACTS and choose IMPORT:
Step 2: You have 2 choices:
- Drag a CSV file from your computer onto the interface or browse and choose a file to import it.
- If you don't have a CSV database on hand, you can still try out the import process. Just download the sample CSV file by clicking on "Download and use sample file" and import the file you downloaded.
Step 3: Now you can match the different types of contact data in your CSV file with custom fields in Automizy. If you scroll down, you can add contact tags to every contact in the import process. Then click on "START IMPORT".
Step 4: After you hit the "START IMPORT" button, you can either wait for the process to be over or you can leave the process and let it run in the background. After Automizy uploaded your contact list, you can send them emails right away!
YOU ARE READY, you can send the first email to your contacts. 😊