Importing Contacts

Preparing Your CSV File

OLC supports CSV files only. Use this Sample CSV Template to get started.

Required Columns:

• first_name

• last_name

• mailing_address_1

• mailing_city

• mailing_state

• mailing_zip_code

Optional Columns:

• company

• mailing_address_2

• contact_phone_number

• tags (for categorizing your contacts)

📌 Pro Tip: Include as many fields as possible for personalization in your templates (e.g., names, addresses, tags).

Step-by-Step: Importing Contacts

1. Navigate to Contacts: Go to Contacts from your dashboard menu.

2. Click “Import Contacts”:

   • Upload your CSV file.

   • OLC will automatically clean your list by removing duplicate entries based on addresses.

3. Map Your Fields: Match your CSV columns to OLC’s merge fields.

   • Required fields must be matched (marked with *).

   • Custom fields and tags are supported and will show in the dropdown.

   
4. Process CSV: Once all required fields are mapped, click “Process CSV”.

Common Issues & Best Practices

Issue	Cause	Solution
File rejected	Missing required fields or invalid data	Use the Sample CSV Template for formatting
Duplicate entries removed	Same address or contact uploaded multiple times	Deduplication is automatic—no manual action needed
Tags not applied	Tags column not mapped or missing in CSV	Ensure a tags column exists and is mapped correctly

💡 Best Practices:

• Clean your list before uploading (ensure valid addresses).

• Use descriptive tags (e.g., “Spring 2025 Campaign”) to manage contacts across campaigns.

• Preview merge fields in your templates to verify personalization before mailing.