How to Import Contacts from CSV or Excel

Why import contacts?

Campaigns in EmaReach are sent to contact lists. You can build those lists by importing contacts from a CSV or Excel file (e.g. from your CRM or a spreadsheet). Go to Contacts in the sidebar, then use Import to upload your file and map columns to EmaReach fields.

Step 1: Prepare your file

1. Your file should have one row per contact and columns for email and any other fields you need (e.g. first name, last name, company).
2. Email is required; other columns are optional. Supported formats: .csv, .xlsx, .xls. Maximum file size is typically 10 MB.
3. If you are unsure of the format, use Contacts → Import and download the example CSV from the import page to see the recommended structure.

Step 2: Start the import

1. In EmaReach, go to Contacts (sidebar).
2. Click Import (or Import contacts).
3. Choose Upload file and select your CSV or Excel file, or drag and drop it. The app will read the first rows and show you the detected columns.

Step 3: Map columns

1. You will see a mapping step: your file’s column headers on one side and EmaReach fields (e.g. Email, First name, Last name, Company, Industry, Location) on the other.
2. For each EmaReach field, select which column from your file should map to it (or leave blank to skip). Email must be mapped.
3. Confirm and continue. You may be asked whether to add contacts to an existing list or create a new list; choose one and give the new list a name if needed.

Step 4: Save and review

1. Click Import or Save. EmaReach will process the file and add the contacts to the selected list.
2. You may see a summary (e.g. how many imported, any errors). Fix any errors (e.g. invalid emails) in your file and re-import if needed.
3. The new or updated list appears under Contacts. You can now select this list when creating a campaign.

Summary checklist

• Prepare CSV/Excel with at least an email column; max 10 MB.
• Contacts → Import → upload file.
• Map file columns to EmaReach fields (Email required).
• Choose existing list or new list → Import/Save.
• Use the list in Campaigns when creating a campaign.