How to Import Contacts From a CSV File?.

Below you will find instructions on how to import your leads and customers in bulk using the import from CSV file tool.

add contacts tool

Navigate to app.appointible.com, select contacts in the sidebar and click on Import contacts in your audience navigation sidebar, that should open the page to manage your imports:

Import log and options.

Select Upload text file as your import type:

Drag & drop file to upload.

To upload a CSV file either click on the Choose a CSV file button or drag and drop the CSV file you want to upload inside the dashed box.

The file will now appear as selected under the dashed box and the Next: Map fields button will become available.

Import file selected.

After clicking Next: Map fields button you will be prompted to map your provided columns to corresponding fields inside Appointible, your imports first rows contents will be displayed as example values for easier mapping process.

Map file columns with fields in Appointible.

Please note that email or phone number field is required to be mapped in order to continue.

In case you can’t find the correct field in the fields list, you can create a new field by opening the fields dropdown and clicking on Create a new field which upon creation will be selected.

Create a custom field.

After clicking Create a new field you will be prompted to enter new field information like field name which will be pre-filled with the column name you are mapping and field type which by default will be selected as Text input.

Custom field creation popup.

Adjust the field information to match the column you want to map, change the type of field to match the column value, provide field description to describe to other users what is the field about. Field tag property is used around the system to include contact specific data in messages, campaigns, etc.

After providing field information click the Save button to save it and it will be automatically selected as the field to be mapped to the column.

Custom field assigned after creation.

After mapping the fields and pressing Next: Organize you will be prompted to select a list to which the contacts should be imported.

Import organize.
Confirm list.

If you don’t have a list created or want to import the contacts to a new list, open the list dropdown and press on Create a new list button, which will take you through a simple list creation flow.

Create a list in import contacts flow

After either selecting or creating the list you can start the process of importing your contacts by pressing on the Import contacts button and you can either track the import progress in import log found in the Import contacts page.

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