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Help! Importing contacts from excel into groups.

New Member
Posts: 1
Country: United States

Help! Importing contacts from excel into groups.

How do I import contacts from an excel file directly into a group?  I am a new user to Act, and very confused!

Thanks!

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: Help! Importing contacts from excel into groups.

You can't do this just from the import.

 

Add a field to the import file with the group you want the contact to be added to

Import that to a field in ACT!

Add Group membership rules for each group to add contacts with the field equel to the respective value - doesn't matter if you do this before or after the import.

 

New Member
Posts: 1
Country: United Kingdom

Re: Help! Importing contacts from excel into groups.

Hi,

 

I am also a new user to ACT and have a csv excel file of contacts to import into a specific group. Please would you be able to give me a step by step guide as to how this can be done as everything i have tried so far hasn't worked, including adding a field to the excel file of the group name that i wish to import into.

 

Any help would be much appreciated :-)

 

Many thanks

 

Debbie

Platinum Elite Contributor
Posts: 14,388
Country: Australia

Re: Help! Importing contacts from excel into groups.

Add Group membership rules for each group to add contacts with the field equel to the respective value - doesn't matter if you do this before or after the import.