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. Open your contact list file using Excel and click on the File (1).

Click Save as and select the desired separator (e.g., Comma) (2).

Click Save (3) to finalize the process.

Importing the CSV file

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

Go to Contacts (4) in the CRM tab, then click Import contacts (5).

Head to Select CSV delimiter (6) to specify the delimiter used in your CSV file (Comma, semicolon, or pipe), Click on the sentence Click to select the CSV file that contains your contacts (7) to upload your file.

You can select the tag you want to assign to these contacts (8), then click on Next (9).

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:

After clicking on next, a pop-up will appear where you can choose the data type of each column, such as Email, First name, and any other relevant column 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 on Contact to display the contact list.

Select the contacts you want to export (11), then click on More actions (12). From the list of actions, click Export (13).

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.