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Importing a list of contacts

Importing a CSV or excel-file with contacts is easy. Go to the Contacts screen and click Import list.

Written by Alva Dahl

Importing contacts to Spoks is easy and flexible.

Automatic Sync: By default, all your Shopify contacts are automatically synchronized with Spoks. One exception: a contact you have deleted in Spoks is not recreated by the sync. See Integrations.

Manual Import: If you have a separate list of contacts to import, navigate to the "Contacts" screen and click the "Import list" button in the top right corner.

Which lists you can import: Only import people who agreed to receive marketing from your store. Bought, scraped and cold prospect lists are not allowed. See Which contacts can I import?

One contact at a time: To add a single contact by hand, for example a test contact, click New contact on the Contacts screen and add their name, phone and email.

Importing a list does not enroll anyone in a flow. See How do I enroll imported contacts in a flow?

File Format: The contact list must be a CSV or Excel file.

Mapping Columns: After importing the file, you will be prompted to map the relevant columns from your file to Spoks fields.

Required columns: The only column you have to map is email or phone. Without one, the import stops with Email or phone mapping required.

Subscription status: SMS marketing consent is optional and starts blank, unless your file has a column named SMS marketing consent, which is selected for you. It has no effect on rows without a phone number, so a file with no phone numbers does not need it. Map subscription status when your file has it, for example if you are importing a list of unsubscribed contacts from another provider.

Contacts you already have: If a row in your file matches a contact already in Spoks, that contact is updated rather than duplicated. Tags in your file are added to the tags the contact already has, and none are removed. The email and SMS subscription status you map replaces the contact's current status.

Suppressed contacts: There is no mapping for a contact's state. If your file has a column headed state and a row's value is suppressed, that contact is imported as suppressed. An import never unsuppresses anyone, and without that column it leaves suppression as it is.

Fixing a wrong import: Import the same contacts again, either with their email subscription status mapped to Unsubscribed or with a state column set to suppressed. Delete contacts only to clean up your list. If you delete contacts and import them again later, even by hand, they are not matched to their Shopify customers, so they come back without their purchase and order history.

Exporting: You can also export your contacts from the same Contacts screen using the download icon at the far top right of the contacts table.

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