Bulk Email: Import Contacts
Select Bulk Email > Import Contacts in the Drupal administrator menu (in the top left corner).
There are four steps to importing contacts into a group.
- Choose Data Source
- The Import Wizard allows you to easily import contact records from other applications into CiviCRM. For example, if your organization has contacts in MS Access© or Excel©, and you want to start using CiviCRM to store these contacts, you can 'import' them here.
- In Upload CSV File, click browse to upload your csv file.
Please leave Import Options as is. - Click Continue.
- Match fields
- Review the values shown below from the first 2 rows of your import file and select the matching CiviCRM database fields from the drop-down lists in the right-hand column. Select '- do not import -' for any columns in the import file that you want ignored.
If you think you may be importing additional data from the same data source, check 'Save this field mapping' at the bottom of the page before continuing. The saved mapping can then be easily reused the next time data is imported.
Click Continue.
- Review the values shown below from the first 2 rows of your import file and select the matching CiviCRM database fields from the drop-down lists in the right-hand column. Select '- do not import -' for any columns in the import file that you want ignored.
- Preview
- The information previews the results of importing your data in CiviCRM. Review the totals to ensure that they represent your expected results.
There may be errors in your csv file that could are not uploading. For example, there may be an error with email addresses. - Click on Add imported data to existing group(s). This will display your groups, select the group you would like to add your contacts to.
- Click Import Now.
- The information previews the results of importing your data in CiviCRM. Review the totals to ensure that they represent your expected results.
Summary
A summary of your imported data.
Manage Contacts
You can manage your contacts in Bulk Email > Manage Contacts. You may edit contacts individually by clicking edit beside the contact name.
To delete, send an email, remove a contact from a group etc... you can by checking the contact on the left and selecting your option in the -more options- drop down.