How to Import Contacts via CSV

Version 2

    To get your contacts into the Relationships page on, you can upload a CSV file and have these contacts synced to the Relationships page in one easy upload.

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    Having these contacts in the Relationships page is important because this is what we pull from to auto-fill this personalized information into the dynamic fields in your templates.


    Important: Be sure to make sure you are always importing a name and an email address, the CSV will not import without email address.

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    Also Important: CSV uploads are limited based on the size of the groups allowed in your subscription plan.

    Professional: 100

    Team: 500

    Enterprise: 1000

    If your CSV file exceeds these limits for your plan, please break into smaller CSVs and try uploading again.


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