Navigation Path​

  1. In the ​main navigation​, click Audience​ > ​Administration​.
  2. From the ​Group​ drop-down list, select the group that you want to import contacts into.
  3. Click ​Import​.

Purpose​

In this window, you can import contacts and profile attribute data into a group. The data must be saved in a CSV, XML, or text file.

Use this import method if:

  • You want to do a one-off (non-repeating) import.

  • You are importing fewer than 1 million contacts at a time. (The maximum file size is 50 MB.)

  • You do not want to immediately start a campaign after import.

  • Your contacts are stored in an XML file or a CSV file.

Did you know that you can automate regular imports? We recommend automating your imports if you regularly import more than 1 million contacts at a time. For more information, see System Whiteboards.

You cannot add system users to Mapp Engage in this window. To add system users, see ​New System User​.

Configuration

General Settings​


Setting

Description

​Group​

Displays the name of the group you import contacts into.

​File​

To locate the file on your local drive, click the ​Browse​ button. The maximum size of the import file is 50 MB.

File Type​

Defines the file format of the upload file as CSV, XML, or text.

​Separator​

Defines the separator character that is used between fields in the CSV file. This field is only visible when you upload a CSV file. You can open the CSV file in a text editor to see what separator is in the file.

Character Set​

Selects the character encoding of the imported file. This field in mandatory. Mapp Engage cannot import the file correctly without this information.


Import Mode​

This area defines how the imported contacts and their profile data are added to the existing group.

In the context of an import, Mapp Engage distinguishes between existing members, existing contacts, and new contacts.

  • Current Members: Addresses that exist in Mapp Engage and are already members of the group you are importing the file into.
  • Current Contacts (not Members): The address exists in Mapp Engage. However, the contacts are not members of the group you are importing the file into.
  • New Contacts: Addresses that do not exist in Mapp Engage at the time of file import.




Import Mode


Type of Address in the Import File
Current MembersCurrent Contacts (not Member)New Contacts
  • Exist in Mapp Engage
  • Already members of the group
  • Exist in Mapp Engage
  • Not members of the group
  • Do not exist in Mapp Engage

​Add​

Ignored:

  • The profile is not updated.
  • Remains in group.

The contact is added to the group as a member.

The profile is not updated.

The contact is added to the system.

The contact is added to the group as a member.

​Add Contacts as Members ​

Ignored:

  • The profile is not updated.
  • Remains in group.

The contact is added to the group as a member.

The profile is not updated.

Ignored:

  • The profile is not updated.
  • Not added to the group.

​Update Current Members​

Profile data is updated.

Ignored:

  • The profile is not updated.
  • Not added to the group.

Ignored:

  • The profile is not updated.
  • Not added to the group.

​Add and Update All​

Profile data is updated.

Profile data is updated.

The contact is added to the group as a member.

The contact is added to the system.

The contact is added to the group as a member.

​Add and Update (Exclude Current Members)​

Ignored:

  • The profile is not updated.
  • Remains in group.

Profile data is updated.

The contact is added to the group as a member.

The contact is added to the system.

The contact is added to the group as a member.

​Replace All​

The ​Replace All ​import mode treats all members of the group as new members. Every contact added to the group receives a welcome message or invitation, even if they were already members before the import.

Removes all current group members. Address and profile data remain saved in the system.

Group-specific data and statistics for the addresses in the file are deleted.

Profile data is updated.

The contact is added to the group as a member.

The contact is added to the system.

The contact is added to the group as a member.

​Remove from Group​

Members in the import file are removed from the group.

Group-specific data and statistics for the addresses in the file are deleted.

Members not in the import file are not affected.

Ignored

Ignored

The ​Replace All ​import mode treats all members of the group as new members. The ​Add Contact​ options ​With Notification​ and ​Invite​ ignore existing memberships. Every contact added to the group receives a welcome message or invitation, even if they were already members before the import.


Synchronization Qualifiers​


The check boxes in this area further refine the selected ​Import Mode​.

Some options are not available for all import modes.

Import Mode

Available Qualifiers

​Add​

  • ​Keep Unsubscribes:​ This qualifier ensures that contacts who have previously unsubscribed from the group are never reimported. This option stops you from adding addresses to the group who have already unsubscribed.


​Add Contacts as Members ​

​Update (Current Members Only)​

  • ​Overwrite Existing Profiles Completely:​ This qualifier deletes the contact profile before new data is imported and then replaces it with the profile data from the import file. When the import is complete, only the data from the import file is available in the contact profile. All other profile data is lost.
  • ​Overwrite Only Attributes from File:​ This qualifier replaces attributes information in the contact profiles with attribute information from the import file. Only the profile data that is part of the import file is affected. Other existing profile data is retained.

​Add and Update (Exclude Current Members)​

  • ​Keep Unsubscribes:​ This qualifier ensures that contacts who have previously unsubscribed from the group are never reimported. This option stops you from adding addresses to the group who have already unsubscribed.
  • ​Overwrite Existing Profiles Completely:​ This qualifier deletes the contact profile before new data is imported and then replaces it with the profile data from the import file. When the import is complete, only the data from the import file is available in the contact profile. All other profile data is lost.
  • ​Overwrite Only Attributes from File:​ This qualifier replaces attributes information in the contact profiles with attribute information from the import file. Only the profile data that is part of the import file is affected. Other existing profile data is retained.


​Add and Update (All)​

​Replace All​

  • ​Keep Unsubscribes:​ This qualifier ensures that contacts who have previously unsubscribed from the group are never reimported. This option stops you from adding addresses to the group who have already unsubscribed.
  • ​Overwrite Existing Profiles Completely:​ This qualifier deletes the contact profile before new data is imported and then replaces it with the profile data from the import file. When the import is complete, only the data from the import file is available in the contact profile. All other profile data is lost.
  • ​Keep Responses:​ This qualifier ensures that contacts the response status of all group members is permanently saved in Mapp Engage. This setting prevents you from losing important data about responses to sendouts, such as bounces or spam complaints.
  • ​Overwrite Only Attributes from File:​ This qualifier replaces attributes information in the contact profiles with attribute information from the import file. Only the profile data that is part of the import file is affected. Other existing profile data is retained.

​Remove from Group​

There are no qualifiers for this import mode.


Notification Methods​

When you add contacts, you can decide whether to send them a notification, invitation, or no message. Please speak to your Customer Sucess Manager if you do not have the option to send a notification, or if you would like the option to send notifications to be removed. 

Some options are not available for all import modes.

Setting

Description

Subscription Method

​With Notification​

The imported contacts are sent a notification message immediately after import.

Confirmed Opt-in

​Without Notification​

The imported contacts are not sent any notification message.

Single Opt-in

​Invite​

The imported contacts are sent an invitation immediately after import.

Recipients who do not reply within 14 days are automatically deleted from the group. Recipients who have not yet accepted membership to the group are given ​Pending​ status. Pending recipients do not receive messages in the group.

Double Opt-in


Advanced Options​


Option

Description

​Time Zone​

Defines the time zone that is used for attributes with date data types.

The values must conform to the standardised tz database format, also known as IANA. (For example: America/New_York or Europe/Berlin) For more information, see https://en.wikipedia.org/wiki/Tz_database.

​Use External Identifier​

The system identifies contacts with a unique ID rather than email or mobile number.

Normally, Mapp Engage uses an email address or mobile phone number to update or create contact information.

If you want to import contact data into Mapp Engage with the external identifier, the value must be unique for each contact.

This type of file requires a special import procedure. For more information, see ​Update Contacts with External Identifier​.

​Set Read Mode System-Wide​

Uses the read mode in the import file to set the system-wide read mode of all contacts in the file. The read mode setting for each contact is overwritten for all groups this contact is a member of. This option is only available when contacts are added with one of the following import modes:

  • ​Replace​
  • ​Update Members Only​
  • ​Add and Update Non-members Only​
  • ​Add and Update All ​


System Messages Sent After Import​

The following table shows you which system messages are sent for each notification setting.


Method

Data in the Import File

Sent to Contact by Email

Sent to Contact by SMS

​Without Notification​

Email address only

-

-

Email address and mobile number

-

-

Mobile number only

-

-

​With Notification​

Email address only

The contact is already in Mapp Engage: SysMsgWelcomeToGroup

The contact is new to Mapp Engage: SysMsgInviteToGroupPasswd

-

Email address and mobile number

SysMsgWelcomeToGroup

SysMsgWelcomeToGroupPasswd

Mobile number only

-

SysMsgWelcomeToGroupPasswd

​Invite​

Email address only

SysMsgInviteToGroupPasswd


Email address and mobile number

SysMsgInviteToGroupPasswd

SysMsgInviteToGroupPasswd

Mobile number only

-

SysMsgInviteToGroupPasswd

To send notifications or invitations via SMS, enable the system message for the SMS channel. For instructions, see ​System Messages via SMS​ .

Import Permissions​

Each import mode is associated with different permissions.


Import Mode

Required Permissions

​Add Contacts​

  • Group permission 511 ​Members: Import New Members​
  • Depending on the notification or invitation method, one of the following group permissions:
    • Group permission 510 ​Members: Invite New Members​
    • Group permission 513 ​Members: Add Members With Welcome Message​
    • Group permission 514 ​Members: Add Members Without Welcome Message​

​Add Members ​

  • Group permission 511 ​Members: Import New Members​
  • Depending on the notification or invitation method, one of the following group permissions:
    • Group permission 510 ​Members: Invite New Members​
    • Group permission 513 ​Members: Add Members With Welcome Message​
    • Group permission 514 ​Members: Add Members Without Welcome Message​

​Update (Current Members Only)​

  • Group permission 511 ​Members: Import New Members​
  • System permission 211 ​User Administration: Edit Profile Data for Any User Account​

​Add and Update (Exclude Current Members)​

  • Group permission 511 ​Members: Import New Members​
  • System permission 211 ​User Administration: Edit Profile Data for Any User Account​
  • Depending on the notification or invitation method, one of the following group permissions:
    • Group permission 510 ​Members: Invite New Members​
    • Group permission 513 ​Members: Add Members With Welcome Message​
    • Group permission 514 ​Members: Add Members Without Welcome Message​

​Add and Update (All)​

  • Group permission 511 ​Members: Import New Members​
  • System permission 211 ​User Administration: Edit Profile Data for Any User Account​
  • Depending on the notification or invitation method, one of the following group permissions:
    • Group permission 510 ​Members: Invite New Members​
    • Group permission 513 ​Members: Add Members With Welcome Message​
    • Group permission 514 ​Members: Add Members Without Welcome Message​

​Replace All​

  • Group permission 511 ​Members: Import New Members​
  • Group permission 506 ​Members: Remove Members​
  • Depending on the notification or invitation method, one of the following group permissions:
    • Group permission 510 ​Members: Invite New Members​
    • Group permission 513 ​Members: Add Members With Welcome Message​
    • Group permission 514 ​Members: Add Members Without Welcome Message​

​Remove from Group​

  • Group permission 511 ​Members: Import New Members​
  • Group permission 506 ​Members: Remove Members​

Related Topics

XML Format for Contact Imports​
Quick Reference: Contact Import XML​
​CSV Format for Contact Imports​
Quick Reference: Contact Import CSV​