Import Contacts (window)
Navigation Path
- In the main navigation, click Audience > Administration.
- From the Group drop-down list, select the group that you want to import contacts into.
- 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 |
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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.
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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 | ||
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Current Members | Current Contacts (not Member) | New Contacts | |
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Add | Ignored:
| 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 contact is added to the group as a member. The profile is not updated. | Ignored:
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Update Current Members | Profile data is updated. | Ignored:
| Ignored:
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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:
| 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 |
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Add |
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Add Contacts as Members | |
Update (Current Members Only) |
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Add and Update (Exclude Current Members) |
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Add and Update (All) | |
Replace All |
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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 |
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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 |
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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:
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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 |
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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 |
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Add Contacts |
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Add Members |
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Update (Current Members Only) |
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Add and Update (Exclude Current Members) |
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Add and Update (All) |
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Replace All |
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Remove from Group |
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