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Import Customers using CSV

    Customers can be imported via CSV file. Following are the steps to import customers – 

    Step 1. Login to AiTrillion.

    Step 2. Go to Email Marketing > Contacts > Import CSV


    Step 3. Click on the Upload CSV on the top-right corner of the screen.


    To import a CSV you have to follow a few steps below-

    A. Import contacts and enter the required details. After following the instructions click on the NEXT button to proceed.





    B. After proceeding to step 2, map the columns available in the CSV file and click on the Next button to proceed.

    Note: File columns can be customized for mapping using Custom Fields. For guidance Click Here.



    C. After proceeding to step 3, add the contacts to an existing list or create a new list. Then, click on the Next button to proceed.



    D. After proceeding to the last step, review all the entered details. If any detail needs to be edited then click on the Back button and modify detail step-wise. After completing the process, click on the Finish button.

    Note: If you want to receive an email on import process completion then enter your email. 




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