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You can bulk-import contacts from a spreadsheet so you can email them alongside leads, waitlisted contacts, and enrolled students.

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Opening the import dialog

From Program Dashboard → Contacts, click Import Contacts in the page header.

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File requirements

  • Format: CSV or TSV (tab-separated). The delimiter is detected automatically — if your file contains a tab character on the first line, it’s treated as TSV.
  • Max size: 10 MB per upload.
  • Header row: Required. The first row is read as column names.
  • Minimum columns: Email is required. First name, last name, and phone are optional.
Need a template? The import dialog has a Download example button that gives you a ready-to-fill CSV with the right columns.

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Steps

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1. Upload

Choose a file. The dialog reads the first few rows for preview and advances to the mapping step.

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2. Map columns

The dialog auto-detects common header names (anything containing “email”, “first”, “last”, “phone” or “mobile”). Override the mapping as needed:
  • Email — Required. The deduplication key.
  • First name — Optional.
  • Last name — Optional.
  • Phone — Optional.
Any columns you don’t map are ignored.

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3. Optional: program interest and tags

Before kicking off the import, you can:
  • Pick one program offering — every imported contact will be given program interest for that offering. Useful when you’re importing a list that all signed up for a specific program off-platform.
  • Pick one or more tags — applied to every contact in the batch. You can create a new tag inline.

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4. Process

Click Import. The dialog switches to a processing view with a progress bar. The import runs in the background (an Inngest job), so you can close the dialog — a subsequent visit to All Contacts shows the new rows.

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How duplicates are handled

The importer deduplicates by email within your organization:
  • If the email is new to your org → a new contact is created with source Imported.
  • If the email already exists → the existing contact is updated. First name, last name, and phone are filled in only if they were previously empty. The contact’s original source is preserved. Program interest and tags selected for the import are added (never removed).

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After import

  • Sources filter on the All Contacts table will show an Imported option — use it to find just the rows you uploaded.
  • If you tagged the batch, filter by that tag to see only this import.
  • Imported contacts are marked Active and can be emailed immediately, subject to your plan’s email limit.
By importing a contact list, you’re asserting you have permission to email those people. The platform’s CAN-SPAM footer and unsubscribe link are attached to every campaign, but the opt-in itself must come from your side. See Unsubscribe and compliance.