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Importing subscribers

Importing subscribers

Import contacts from CSV or XLSX with the required columns.

Bulk import saves time when migrating from another tool.

Prepare your file

Include these columns:

Column Required Notes
email Yes Must be valid and unique per list
first_name No
last_name No
tags No One or more tag names; separate with ;, ,, or `

File size: CSV, TXT, and XLSX imports are limited to 4 MB per file (configurable via MAILIVATE_SUBSCRIBER_IMPORT_MAX_KB).

Plan segments before you import

Segments are built from conditions (usually tags), not from a column in your file. If you will target groups like “VIP”, “trial”, or “West region” after import:

  1. Decide which tags each row should have.
  2. Add a tags column to your spreadsheet (e.g. customer;vip).
  3. After import, create Segments with tag conditions that match those labels.

See Segments for examples and step-by-step setup.

Import steps

  1. Open the list → Import subscribers
  2. Upload CSV or XLSX
  3. Map columns if prompted
  4. Choose whether to update existing subscribers or skip duplicates
  5. Run the import and review the summary

Large imports run in the background. Failed rows are reported with reasons (invalid email, duplicate, etc.).

Best practices

  • Remove unsubscribed or bounced addresses before importing
  • Use consistent tag naming (customer, not Customer and customer) so segment conditions match after import
  • Send a welcome campaign only after import completes