If you have a spreadsheet of your existing contacts you can import them very easily by following the instructions.
Contact Data migration now is easier than ever! The new, easy-to-follow process helps you import your contacts into Automizy using CSV format.
You can upload your contacts to Automizy in a step-by-step process, following a wizard that shows you the process transparently.
It is 4-step process:
1. step: Go to Contacts/List and click on “NEW LIST”
Name your list:
Click on ADD CONTACTS and choose IMPORT function:
2. step: Firstly, you have 2 choices: throw a CSV file from your computer on the interface to import it. Or you can also try it by downloading a sample CSV list from us and importing that list by adding it to the interface. The second option is for people who doesn’t have a list or who would like to try the importing process.
3. step: Now you can match the different types of contact data in your CSV file with custom fields on Automizy. If you scroll down, you can add contact tags to every contact in the importing process and you can also create and add them to a segment.
4. step: After you hit the “Start import” button, you can wait for the process to be finished or you can leave the process and let it run in the background. After Automizy uploaded your contact list, you can send them emails right away!
YOU ARE READY, you can send the first email to your contacts:)