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Act-On Software

Uploading a List from Excel or CSV

 

You can create a new marketing list in Act-On in a variety of ways. One of the most common ways is to create a new list by uploading a file (comma-delimited or Excel format) into your Act-On account.

To create a new list by from a file:

  1. Navigate to Contacts > Marketing Lists
  2. Click New List
  3. Enter a name for the new list and select the folder where it will be stored
  4. Under 'Set Up New List Contents,' select Upload an Excel file or text (CSV) file.
  5. Read the agreement and select I accept to confirm your understanding
  6. Click the Choose File button and choose the file that contains your contacts
    • You can also click the provided links for file examples and instructions to export contacts from several popular programs
  7. Click Next
  8. Confirm that the data looks correct in the list preview and click Next
  9. Select fields to import and how they should be mapped, then click Next
    • If Act-On can match your list fields to key system fields like First Name, Last Name, and Email Address, these mappings will display for you to confirm
    • If Act-On does not find any system fields in your list, you will see a list of all list columns
    • Make sure that the fields match the way you expect – you can also enter a new name or set the field to not import
  10. Click Finish
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