User Guide
  • What is Workevo?
  • Getting Started
    • The Workevo Glossary
  • Profiles Management
    • About Profiles
    • Create New Profile
    • How do Filters Work?
    • What is an Audience?
    • Group Your Profiles by Tag
    • Edit or delete tags
    • Create a New Company
    • Group Your Profiles by Company
  • Data Connection
    • Import your contact data into Workevo
    • How to enrich your contact data?
    • Know every contact and company personally in Workevo
    • Get valuable customer insights from day one
    • How to send one-to-one email to a contact?
    • Saved email templates explained
    • Email tracking explained
  • Workflow Automation
    • Workflow automation overview
    • Automation templates overview & Ideas Hub
    • The automation builder explanation
    • Creating an automation walkthrough
    • Automation triggers explained
    • Automation actions explained
    • Email builder overview
    • Personalization tags explanation
  • Web Forms
    • How to create a form
    • Understanding form statistics
  • Tracking
    • Tracking contact data in Workevo
    • Send custom contact attributes to Workevo
    • Track conversions and clicks with UTM parameters
    • Customize Workevo to be about your customers
    • Custom attributes and events: what's the difference?
    • Track Events in Workevo
    • Set up event tracking in Workevo
    • How to collect valuable data?
    • Custom data planning tool
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  1. Data Connection

Import your contact data into Workevo

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Last updated 4 years ago

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To import contact list with file ".CSV", please follow these steps:

Step 1: In the Contact section -> Import contact then drag and drop your .csv file into the area as shown below or click on the box and select the name of .csv on your computer.

Note: the size of .csv file cannot exceed 16MB.

Step 2: Select the action you want to perform with the information in the file and click the "Next" button to go to the next step.

Step 3: Click the "Next" button and check the information from your file with the properties of Workevo and adjust accordingly and click the "Next" button to go to the next step.

Step 4: Tag the information you have just uploaded (If necessary) and then press the "Next" button.

Step 5: Check the feedback to correct your information and click the "Start import" button to start importing information from your file into the contact table.

Step 6: The message confirms the successful upload of the .csv file, and it may take a short time for Workevo to display the full client file in the contact store. Click the "Go to contact" button to see your contact list and check the information.