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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.

    Import-customers-2

     

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    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.

    customer-csv-step-2

     

    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.

    customer-csv-step-3

     

    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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