How to import or export a contact list
- a systeme.io account
- an email list saved in CSV format
Saving your contacts as a CSV file
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 the "Contacts" section and click the "Import contacts" button.
Click the "Choose CSV file with contacts" button and specify the delimiter used in your CSV file.
Adding tags to imported contacts (optional)
Select the tag you wish to assign to the imported contacts.
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.
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.