Skip to main content

Introduction to Contacts Import

Quickly import your contacts into Exabloom

Importing data into Exabloom is straightforward. All you need is a CSV file containing your contact list—a common export option from most platforms.

Prepare Your CSV File​

Before you start, ensure your CSV file is properly formatted. Here’s an example of the expected CSV structure:

First NameLast NameMobile Phone
AndyAnderson6591111111
BennyBarny6592222222
CandiceChen6593333333

Important: The mobile phone number must include the country code and national number with no spaces:

  • "6591111111" – Valid
  • "65 9111 1111" – Not valid: Contains white spaces
  • "91111111" – Not valid: Missing country code

Contact Import Process​

1. Navigate and Initiate Import​

  • Go to the Contacts page and click on "Import".

    Select Contacts Import

2. Upload Your CSV File​

  • Drag and drop your CSV file into the designated area or click to select the file manually.

    Import Contacts: Drop CSV Zone

3. Choose Your Import Option​

Select one of the following:

  • Create and update contacts
  • Create contacts only
  • Update contacts only

For this example, choose "Create and update contacts" and click "Next".

How to Import Contacts: Create and Update

4. Map CSV Columns to Contact Fields​

Map the columns from your CSV file to the corresponding contact fields. Once mapping is complete, click "Next".

Contact Fields Mapping

What is "mapping"?

A CSV file is like a table with columns (e.g., "Name", "Email", "Phone Number"). Mapping tells Exabloom which CSV column corresponds to which contact field. For example:

  • Map the "Name" column to the "Full Name" field.
  • Map the "Phone Number" column to the "Phone Number" field.

Simply select the matching contact field for each CSV column.

5. Describe the Import Action​

  • Enter a description for the import (e.g., “22-Feb-2024: New Enrollments For 2024”).

  • Click "Submit" to start the import.

    Describe Import Contacts

Checking Import Progress​

  1. Go to the Bulk Actions page.
  2. Locate the bulk action entry with your description (e.g., "22-Feb-2024: New Enrollments For 2024").
  3. Check the Status column (it should show "Completed" once done).

Bulk Actions Contact Import Progress

  1. To view the successfully imported contacts, select "View contacts > Only success contacts".

View Successfully Imported Contacts

You will be directed to a filtered view on the Contacts page showing only the contacts from this import. In our example, three contacts are successfully imported.

Successfully Imported Contacts

Learn More​

For a detailed walkthrough of CSV imports in Exabloom, see the Import Contacts into Exabloom via CSV article in our Help section.

That's it! You now know how to quickly import contacts into Exabloom.