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Live-platform guideContact management

Import contacts in bulk

Follow Upload → Preview → Import → Success, checking Excel fields and groups before submission.

Platform checked: 2026-11-12 · Guide updated: 2026-11-13

Steps have been checked against the live platform. Screenshots are cropped to protect account and customer data.

Before you start

  • Use only contact data you are authorised to process for the intended communications.
  • Use the Excel template downloaded from the platform and keep its column names.
Platform entry Platform screenshots use Traditional Chinese; follow the control names in this guide.

Step-by-step instructions

  1. 01

    Download the template

    Open Contact Management → Contact → Import and select Download Template. The inspected template contains name, email, phone, first_name and last_name. Use the current download if your account has extra fields.

    Contact import format guidance and file selectionOpen full-size screenshot
    Contact import format guidance and file selection
  2. 02

    Prepare and upload Excel

    Do not leave name empty. The platform notes that it can use the email prefix before @ when name is blank. Any email entered must be valid; EDM contacts should have a usable address. Select Upload File after preparing Excel.

  3. 03

    Check Preview and the group

    In Preview, choose Use Existing Contact Group or Create New Contact Group. Select the intended group and check the NAME, EMAIL, PHONE, FIRST_NAME and LAST_NAME preview.

    Existing or new group selection in import PreviewOpen full-size screenshot
    Existing or new group selection in import Preview
  4. 04

    Review the import declaration

    Preview includes the Contact List Import Declaration. The account holder must review the data source, authority to use it and consent records, and only then choose to agree and select NEXT.

    Import declaration for the account holder to review and confirmOpen full-size screenshot
    Import declaration for the account holder to review and confirm
  5. 05

    Perform the final check

    Review the data and target group in the next import step before using the displayed submission control. Treat the operation as complete only after a success result, not merely after uploading a file.

Notes and troubleshooting

  • The example uses demo@example.invalid. No import was committed and no declaration was accepted on the account's behalf.

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