1. Prepare Your Contacts

5 Steps To Import Your Database Into Everlytic 1. Prepare Your Contacts

If you’re going to import your contacts from an Excel spreadsheet, first prepare the data by:

Organising the data, so each field has its own column (email address, name, surname, etc.)
Making sure that each contact’s details are captured in their own row
Fixing incorrect email addresses before importing (e.g. ‘[email protected]’ is probably incorrect and should be changed to ‘[email protected]’)

Download our Import Sample File if you get stuck – this will give you an idea of what to aim for.

The system has basic fields already (e.g. name, surname, email address), but if you have unusual fields (e.g. your contacts’ shoe sizes) you’ll need to create a Custom Field for shoe size before starting the import. You won’t be able to complete the import if you don’t have a valid field to assign to each field in your contact data.

Once imported, contacts are stored in the system as lists, which are basically spreadsheets housing each contact’s details.

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