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How to Import Contacts from Another Email Campaign Platform

How to import your contact list into Alvéya from another email platform via CSV — including import types, field mapping, adding tags and workflows, and reverting an import.

Moving from another email platform? This guide walks you through importing your contact list into Alvéya via CSV — including field mapping, tagging, and how to revert an import if something goes wrong.

What you'll need: Your contact list exported as a CSV file (Excel spreadsheet in CSV format) from your previous email platform.

Step-by-Step Guide

  1. Navigate to Contacts — Go to the Contacts section in the platform.

  2. Start the Import — Click the Import button in the top right corner.

  3. Choose Import Type — Select the Contacts option (it should be pre-selected) and click Next.

  4. Prepare Your File — If you're unsure of the required format, download the sample file provided on this screen as a reference. Export your contacts from your previous email platform in the same format.

  5. Upload Your File — Drag and drop your CSV file into the upload area.

  6. Choose How to Import — Select one of the following options based on your needs, then click Next:

    • Create new contacts – adds all contacts as new entries

    • Create and update contacts – adds new contacts and updates any that already exist

    • Update contacts only – only updates existing contacts, no new ones created

  7. Map Your Fields — Match the columns from your spreadsheet to the correct fields in the platform (e.g. phone → phone, email → email, first name, last name, business name, etc.). If you don't want a field to be updated, tick the "do not update this value" option. Click Next.

  8. Configure Additional Options — On this screen you can optionally add imported contacts to an existing or new smart list / segmented list, add contacts into a workflow, or add tags to the imported contacts. Review all the details carefully before proceeding.

  9. Confirm and Start Import — Once everything looks correct, tick "I confirm" and click Start Bulk Import. The import may take some time to process.

  10. Check Import Progress — Click on Bulk Actions to monitor the progress of your import. From here you can also Revert the import if you made a mistake, or View details to see exactly what was imported. Once complete, refresh your screen and your new contacts will appear.

💡 Tip: Always download and check the sample file first to make sure your CSV is formatted correctly before importing.

There is also a video walkthrough of this process on the knowledge base article if you prefer to watch the steps in action.

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