Importing from Excel

Last Updated: Feb 08, 2017 12:23PM PST
Greenvelope makes importing your contacts using a spreadsheet quick and easy! The import will support an Excel file or more basic CSV format. 
 

Preparing your Spreadsheet for Upload

To ensure the importing process goes smoothly, you may download our Excel file to get started. Directions for each column format are within the template document:

Preparing your Spreadsheet for Upload

To ensure the importing process goes smoothly, you may download our Excel file to get started. Directions for each column format are within the template document:

Preparing your Spreadsheet for Upload

To ensure the importing process goes smoothly, you may download our Excel file to get started. Directions for each column format are within the template document:

Preparing your Spreadsheet for Upload

To ensure the importing process goes smoothly, you may download our Excel file to get started. Directions for each column format are within the template document:

Preparing your Spreadsheet for Upload

To ensure the importing process goes smoothly, you may download our Excel file to get started. Directions for each column format are within the template document:

Preparing your Spreadsheet for Upload

To ensure the importing process goes smoothly, you may download our Excel file to get started. Directions for each column format are within the template document:

Preparing your Spreadsheet for Upload

To ensure the importing process goes smoothly, you may download our Excel file to get started. Directions for each column format are within the template document:

Preparing your Spreadsheet for Upload

To ensure the importing process goes smoothly, you may download our Excel file to get started. Directions for each column format are within the template document:


How to Import Contacts

Step 1: Click the “Send” step.
 
Step 2: Click the “Import” link and select "From Excel/CSV"

Step 3: Find the file on your computer and upload.

Step 4: Ensure the columns in your spreadsheet are set up to map correctly to Greenvelope. If you used Greenvelope's template, your headings should automatically be recognized and you will be ready to continue immediately. 

Step 5: After continuing, Greenvelope will provide a list of any notifications about your pending upload. After reviewing the notifications you can press continue to complete the process!
Import-Contact