Importing contacts into Privy is a straightforward process.
After logging into your account, please click on the Contacts tab on the upper left portion of the screen.
Once you’ve arrived at the Contacts screen click on the button to the right side of the screen that is labeled “Import from”
Selecting this option will allow you to either import from a CSV file or import from a linked account.
Importing from a linked account:
Click on import from Linked Account and you will be prompted to choose the linked account you want to choose from (in the event that you have multiple linked accounts), and which list from the linked account you want to pull contacts from. Please see the image below.
Importing from a CSV file:
In order to import from a CSV file it is important that you have your file structured appropriately prior to importing into Privy. The following criteria are required for the importation of CSV files.
- The file must include an email address column.
- Only email address, first name, last name, and initial source categories will be imported. Other fields will be disregarded.
- The first line of the file must contain the column headers. Headers are case-insensitive.
- Download an example file.
After structuring your file (if need be), you can then import your file from the same Contacts screen in Privy.
After you trigger the import your contacts will begin populating in your account after a few minutes. Please keep in mind that depending on the overall size of the import this can take a while.