Chapter 2 of 6
Chapter 2 of 6
Import contacts
If you come from another platform, do not start from scratch. Bring your contacts with a CSV. OnBio detects the columns and shows you a report before importing anything, so you know what gets in and what does not.
Prepare the file
Export your contacts from your previous platform as CSV. The file accepts up to 50,000 rows and 20 MB. Accents and the separator are detected on their own, also if it comes from Excel with semicolons. The only required column is the email. If you have the first name, the last name and some tags, even better.
Only import people who accepted your emails and that you can prove it. If your previous list had unsubscribes, leave them out or they will stay unsubscribed here too.
Import
- 1. In Contacts, click Import and upload your CSV.
- 2. Tick the consent declaration and click Continue.
- 3. Choose the Field in OnBio of each column and click Check rows.
- 4. Check the report and click the import button, which says how many contacts get in.
The report
The report says how many rows it read, how many are valid and how many it discards. A row is discarded for an invalid email, an email repeated in the file, an empty row or a name or tag that is too long. Click Download discarded rows to see each one with its reason and correct them.
What gets in
New contacts come in as subscribed, with the import as proof of their consent. Those who already existed keep their data and get the new tags. Whoever unsubscribed in OnBio stays unsubscribed even if they come in the file.
If it stops
If the import stops, the contacts saved up to that moment are kept. Upload the file again to finish. Those already in are not duplicated. Import contacts from a CSV explains it.
What you have now
Your previous list is in OnBio. In the next chapter you organise it with tags.
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