Import your contacts from Excel to Ratecard within a few simple steps
Import your contacts into Ratecard
In order to start a campaign, it is necessary to add contacts to your Ratecard profile. You can add these contacts manually or import them via an Excel file (*.xlsx; download example file here). You can do this in your Address book in your Dashboard.
Choose Contacts > + Import contacts or Import > + New import.
Step 1: Create a file
Then, you see this box underneath. Name your import, choose a group or make a new group in which you want to import your new contacts and upload your Excel file.
The file needs to follow a couple of rules:
- You need to use different columns for different data
- All first names of your contacts need to be in one column and the same applies to the rest of the information
- Make sure all spaces in the columns are removed to avoid errors.
You can make a column for the language of a particular contact, to be able to send them feedback requests in their own language.
- For Dutch, choose code NL
- For English, choose code EN
You can also add phone numbers in the file, to be able to start text campaigns and you can add custom fields. Custom fields will be saved in the contact details and can be analyzed during export.
An example of a correct xls(x) file can be downloaded here. You can also use comma separated CSV or text files.
After uploading the file, go to Step 2 by choosing Check import.
Step 2: Check your import
Check the imported data and match the columns with the data (first name, last name, email address, language etc.)
Step 3: Finalize import
If everything is correct, choose Finalize import to add the contacts to your Ratecard. After you have done that, you are able to see how many contacts have been added and how many errors occurred. All contacts are now in your group.