Admins can quickly and easily upload contact data into their Givebacks site by selecting Contacts and All Contacts on the toolbar, then clicking Add Contact and selecting Upload New from CSV. Please download the template, add your data, and upload the template.
Importing Contacts
To import contacts, follow these steps.
Note: This import only adds contacts to your contacts list. It does NOT add or update membership records. Here’s how to enter paid members individually.
From the toolbar, select Contacts and All Contacts.
Click the Add Contact button and select Upload New from CSV.
Click Sample Contacts CSV Template to download the template.
Fill out the template without changing the header row. Save as a .csv file.
Notes:
First Name, Last Name, and Email are required.
Phone number is optional, but needed to receive text messages.
Lists must be entered exactly as titled on the Lists page. Multiple lists can be added with a comma separating them.
The template is customized to show the List and Property Options. Use the data in row 2 as a guide for the formatting of those fields. Do not include that row in your final import.
Upload the completed template by clicking the blue Add Contact button and selecting Update New from CSV. Click Select File.
Results will be emailed
Once the import is complete, the results will be emailed to the person who submitted the import. If there are any errors in the import before the import starts, you may see an error message with instructions. If there are any rows with erroneous or invalid data, the import will skip those rows and try to run to completion.
Questions? Click the "?" icon to contact Givebacks Support.