Importing Contact

You can add contacts to Open Letter Connect in two easy ways: Either one at a time or by importing a whole list at once. This makes it simple to start mailing right away or grow your existing contact list.

Add a Single Contact

1. Go to the Contacts tab.

2. Click the Create button in the top right corner.

3. Select Create Contact.

4. Fill out the form with your contact's information:

   • First Name

   • Last Name

   • Mailing Address

5. Optionally, add a tag to organize your contact into groups.

6. If this contact should be your return address, simply tick the checkbox.

7. Click Save, and your contact will be added immediately.

This method is perfect when you want to quickly add just one or two contacts.

Import Contacts in Bulk

If you have a list of contacts ready, for example, exported from your CRM or stored in a spreadsheet or CSV file, importing them all at once is fast and convenient.

1. In the Contacts tab, click the Create button, then select Import Contacts.

2. On the import page, download the sample CSV file to see the correct format.

3. Prepare your CSV file following the sample's structure.

4. Click the button to upload your CSV file and select your file.

5. The system will automatically map your file columns to the correct contact fields.

6. Review the mapping and make any necessary adjustments, then click Process CSV.

7. After processing, you’ll see a summary showing how many contacts will be imported and if any are skipped due to missing information or duplicates.

8. Click Import to complete the process.

9. You will receive a confirmation on the page and an email once the import is finished.

10. The new contacts will appear in your Contacts tab and be ready for your next mailing.

With these two options, adding contacts to Open Letter Connect is quick and easy so you can focus on your direct mail campaigns.

Field Character Limits

• First Name: Up to 25 characters

• Last Name: Up to 25 characters

• Company Name: Up to 50 characters

Important Notes

• If a field exceeds the character limit, the contact may fail to upload or be skipped during processing.

• For records without a first name (e.g., LLCs or estates), you can use the company or last name in the First Name field if needed.

• Always review your data before importing to ensure it meets these requirements.