If you use Microsoft Excel (XLS, XLSX) or Text (CSV, TXT) files to store contact lists, you can easily upload all contacts from these files into DirectIQ. To do this open the Add Contact page using one of two ways.
Go to Contacts -> Contacts Overview and click Add Contacts in the right upper corner.
2. Go to Contacts -> Add Contacts.
Then select the first tab Upload a File then click Continue.
Step 1
In order to select files to upload, click on the Choose file in the middle of the page or use drag and drop then click Continue.
Important! Before uploading, check that the file format meets the system requirements. Read more about Accepted File Formats For Uploading Contacts.
Step 2
After uploading the file, you need to match the column name with loaded data. Read more about Matching fields in the list import.
Step 3
Next, select the list to which new contacts will be added. You can create a new list by entering its name in the text box on the left side or select an already existing one on the right side of the page to add contacts. After selecting the list click Continue.
Step 4
The review & import page allows you to import the already existing contacts without making any change to the data in the system and not update them or by clicking Update existing the already existing email contact data like firstname lastname tags etc will be updated with the new ones in the imported file.
After this step click on Import Contacts button showing the import number :
After creating contacts, a message will appear and You can browse the app by clicking on any other menu.
NOTE: The list will import in background, during the upload process, all duplicate and invalid email addresses (such as those containing typos and syntax errors) are automatically eliminated.
See also:
Adding A Single Contact
Adding Contacts Using Copy And Paste