How to import or export a contact list

In this article, you will learn how to import or export a contact file in systeme.io.

To get started, you will need:

a systeme.io account
an email list saved in CSV format

1) Importing an email list :

Begin by converting your Excel file into CSV format. While saving, choose your preferred delimiter - comma, semicolon, or vertical bar.

Open your contact list file using Excel and click on the "File" tab (number 1 in the image).

Click "Save as," and select the desired separator (e.g., comma) (number 2 in the image).

Click "Save" to finalize the process (number 3 in the image).

Importing the CSV file

After successfully saving your contacts file, log in to your systeme.io account to import the contacts:

Go to ‘Contacts’ in the CRM tab, then click the ‘Import contacts’ button.

Click the "select the CSV file that contains your contacts" button and specify the delimiter used in your CSV file.

Click on the button "Select the CSV file that contains your contacts", and select the delimiter of your CSV file: Comma, Semicolon, or Pipe.

Select the tag you want to assign to these contacts, then click on "next."

Note : You also have the option to subscribe your contacts to a campaign (optional).

For more information on this subject, please consult the article : How to subscribe contacts to a campaign when importing a contact list

Selecting column data :

Click "Choose data" and pick the necessary column types, such as "Email," "First name," and any other relevant columns from your file.

Finally, click "Import" to begin the import process.

IMPORTANT: the list of contacts that will be imported must only contain the email addresses of contacts who have given their explicit consent to receive your emails.

2) Exporting an email list

Navigate to the contacts tab and click “Contacts” to display the contact list.

Select the contacts you want to export (number 4 in the image), then click on "More actions" (number 5 in the image). From the list of actions, click "Export" (number 6 in the image).

After clicking “Export”, a CSV file containing your selected contacts will be generated and sent to the email address associated with your systeme.io account.