Bulk import saves time when migrating from another tool. Only import people who opted in to hear from you. Purchased, rented, or scraped lists are not allowed and will get the account suspended.
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:
- Decide which tags each row should have.
- Add a
tagscolumn to your spreadsheet (e.g.customer;vip). - After import, create Segments with tag conditions that match those labels.
See Segments for examples and step-by-step setup.
Import steps
- Open the list → Import subscribers
- Upload CSV or XLSX
- Map columns if prompted
- Choose whether to update existing subscribers or skip duplicates
- 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, notCustomerandcustomer) so segment conditions match after import - Send a welcome campaign only after import completes