Microsoft Excel remains one of the most widely used applications for storing and managing contacts. As a result, many GroupMail customers want to know how to import Excel contacts into GroupMail.
All GroupMail customers can easily import Microsoft Excel contacts into GroupMail. GroupMail Business Edition customers can also link to Excel spreadsheets.
In this article, we are going to explain how to import Excel Contacts.
1. Save your Excel spreadsheet as a comma separated value file (.csv) and take note of the name and location of the file as you save it so you can find it easily when you are importing it into GroupMail later.
2. Next, open GroupMail and go Groups/Import and select File Import. Click OK.
3. Click “Select” to find the .csv file to import and either double-click that file or press Open. Then, click Next to continue.
4. For .csv files, the Delimited Text Format should be automatically selected and show how many data fields are associated with the file you are importing. In the example below, the file being imported has 7 fields for each contact (perhaps email, FirstName, LastName, City, State, etc.). Click “Next”.
5. Confirm the group that you want to import these Excel contacts into or create an entirely new group to import them to. Then, click Next.
6. Now you will map the fields you want to import from your source file. To do this, simply click in the white space next to each GroupMail field and select the matching field from your Excel data from the drop-down list. In the example below, for the Email Field, we have selected Import Field 1 [Email] you can repeat this step for all fields you wish to import data into. Then, click Next.
7. Finally, just click Start to complete the import process.
8. You will see the results in the Import Summary screen (below). This screen will show how many total contacts were processed, how many duplicates there were (by default, GroupMail does not allow duplicates to be imported), how many illegal entries were found (don’t worry, you won’t get arrested — “illegal” refers to a contact with no email address associated or an empty row in the source file) and finally how many contacts were added to your group.
9. When you close the Import Summary screen, you will be brought to your groups folder. Here, you will see your groups. The number (in parentheses) beside the group name shows how many contacts are in that group. You can double click your group to view and manage the recipients that you imported.
Et voilà, that is how to import Excel contacts into GroupMail.
As always, if you have any questions or need some help along the way, don’t hesitate to contact our technical support team.