You can Import Contacts into your website database from your local computer any Comma Separated Values (CSV) File. CSV file format is a universally accepted way to move data between systems. Most spreadsheet programs and databases can save data as a CSV text file so it is an ideal way to upload Contacts.
Select Formatted Text File to Upload |
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CSV File: | Click on the [Browse] button to select a CSV text file from
your local computer that contains the Contacts that you wish to import. NOTE: You do not need to import all the available columns. |
Import Options |
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Import Mode: | Import all Contacts: This mode imports all Contacts found in the CSV
file, regardless of whether they already exist. If the Contact already
exists (determined by a matching e-mail address), the opt-in and
out-out values are copied (preserved) from the existing Contact to the
new Contact. Only import Contacts with unique e-mail addresses: This mode imports ONLY the Contacts from the CSV file that contain e-mail addresses not shared by any existing Contact. This mode allows you to incrementally quot;overlay" new Contacts into the system without affecting any existing Contacts. |
Select Contact Groups to Import into |
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Import into Contact Groups: | Select one or more Contact Groups that you would like the Contacts to be added too. |
You can easily import your Address Book from MS Outlook and create mailing lists for your important Contacts.
After the Members have been imported, you should direct your unregistered Members to any Page on your website that is placed in a Membership Access Folder. When they reach this Page, the system will prompt them to register as a Member by displaying the Membership Entrance Page. They will need to know their Member ID to go beyond this Page. This step provide your members with secure login accounts for their protection.
Once the Member has successfully registered, the system will redirect them to the original Page in the Membership Access Folder you directed them too.
You can import Affiliates and their Affiliate Codes, and Commission Rates using the Contacts Import feature.