{"id":186,"date":"2012-06-11T09:54:37","date_gmt":"2012-06-11T09:54:37","guid":{"rendered":"http:\/\/www.eventgate.com.au\/?p=186"},"modified":"2022-01-27T12:02:54","modified_gmt":"2022-01-27T12:02:54","slug":"importing-contacts","status":"publish","type":"post","link":"https:\/\/www.eventgate.com.au\/blog\/importing-contacts\/","title":{"rendered":"Importing Contacts"},"content":{"rendered":"<p>The first requirement for an email campaign is to import a contacts list to whom you wish your email to be sent.<\/p>\n<p>Event Gate allows for two common file formats which can exported from most contact databases (eg Outlook, Gmail, Excel etc). These formats are:<\/p>\n<ol>\n<li>CSV (comma separated values)<\/li>\n<li>Tab Delimited<\/li>\n<\/ol>\n<p>Note: If your file name ends with &#8220;CSV&#8221; it is most likely in CSV format.\u252c\u00e1 If your file is in neither of these file formats, you can <a title=\"Contact Us\" href=\"http:\/\/www.eventgate.com.au\/contact-us\/\" target=\"_blank\" rel=\"noopener\">contact us<\/a> for help required.<\/p>\n<p>Once you have your file to be imported you need to ensure that Event Gate recognises the column names.\u252c\u00e1 Event Gate recognises the following column names:<\/p>\n<ul>\n<li><strong>Firstname<\/strong><\/li>\n<li><strong>Surname<\/strong><\/li>\n<li><strong>Email<\/strong><\/li>\n<li>Phone<\/li>\n<li>Company<\/li>\n<li>Address1<\/li>\n<li>Address2<\/li>\n<li>Suburb<\/li>\n<li>State<\/li>\n<li>Postcode<\/li>\n<\/ul>\n<p>Note: The field names in bold are the required minimum for the file to be imported successfully. The order of the columns is not important.<\/p>\n<p>You will need to open you file in either a text editor or Microsoft Excel (or equivalent) for CSV files and ensure that you column heading names match exactly to those above to ensure your contact data is correctly imported.<\/p>\n<p>Once you have your file ready, we can commence the import process as follows:<\/p>\n<p>1. Go to the &#8220;Contacts&#8221; page.<\/p>\n<p>2. Click the &#8220;Actions&#8221; menu and selected the &#8220;Import&#8230;&#8221; menu item.<\/p>\n<p><a href=\"https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-6.png\"><img loading=\"lazy\" class=\"alignnone wp-image-383 size-large\" src=\"https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-6-1024x522.png\" alt=\"\" width=\"980\" height=\"500\" srcset=\"https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-6-1024x522.png 1024w, https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-6-300x153.png 300w, https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-6-768x391.png 768w, https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-6-60x31.png 60w, https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-6-150x76.png 150w, https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-6.png 1460w\" sizes=\"(max-width: 980px) 100vw, 980px\" \/><\/a><\/p>\n<p>3. Select the group to which you wish to add the imported contacts, the file import format (as described above) and a confirmation that you have authorisation to send emails to the contacts in this file, then click the &#8220;Import File&#8221; button.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-390 \" src=\"https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-9.png\" width=\"507\" height=\"346\" srcset=\"https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-9.png 745w, https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-9-300x204.png 300w, https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-9-60x41.png 60w, https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-9-150x102.png 150w\" sizes=\"(max-width: 507px) 100vw, 507px\" \/><\/p>\n<p>Note: Any imported contacts will always be imported to the &#8220;All Contacts&#8221; group.\u252c\u00e1 Selecting a group other than &#8220;All Contacts&#8221; will mean that the imported contacts will exist in both the selected group and the &#8220;All Contacts Group&#8221;.\u252c\u00e1 If you wish to import your contacts to a new, you will need to add a new group first by clicking the &#8220;Add New Group&#8221; button in the &#8220;Groups&#8221; section.<\/p>\n<p>4. Select the file you wish to import.\u252c\u00e1 Once the file has been selected, the import processing will begin.\u252c\u00e1 This may take some time depending on the number of contacts you are importing.<\/p>\n<p>5. Once the import process has been completed you will receive a confirmation message similar to the one below:<\/p>\n<p><img loading=\"lazy\" class=\"alignnone wp-image-391 \" src=\"https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-10.png\" width=\"404\" height=\"199\" srcset=\"https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-10.png 506w, https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-10-300x148.png 300w, https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-10-60x30.png 60w, https:\/\/www.eventgate.com.au\/blog\/wp-content\/uploads\/2012\/06\/Pasted-10-150x74.png 150w\" sizes=\"(max-width: 404px) 100vw, 404px\" \/><\/p>\n<p>This completes our tutorial on how to import contacts into Event Gate.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The first requirement for an email campaign is to import a contacts list to whom you wish your email to be sent. Event Gate allows for two common file formats which can exported from most contact databases (eg Outlook, Gmail, Excel etc). These formats are: CSV (comma separated values) Tab Delimited Note: If your file [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[5],"tags":[],"_links":{"self":[{"href":"https:\/\/www.eventgate.com.au\/blog\/wp-json\/wp\/v2\/posts\/186"}],"collection":[{"href":"https:\/\/www.eventgate.com.au\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eventgate.com.au\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eventgate.com.au\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eventgate.com.au\/blog\/wp-json\/wp\/v2\/comments?post=186"}],"version-history":[{"count":5,"href":"https:\/\/www.eventgate.com.au\/blog\/wp-json\/wp\/v2\/posts\/186\/revisions"}],"predecessor-version":[{"id":393,"href":"https:\/\/www.eventgate.com.au\/blog\/wp-json\/wp\/v2\/posts\/186\/revisions\/393"}],"wp:attachment":[{"href":"https:\/\/www.eventgate.com.au\/blog\/wp-json\/wp\/v2\/media?parent=186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eventgate.com.au\/blog\/wp-json\/wp\/v2\/categories?post=186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eventgate.com.au\/blog\/wp-json\/wp\/v2\/tags?post=186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}