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How do I add multiple contacts to a group at once using a CSV file?

You can use the "Upload CSV" feature. This feature is meant to add multiple contacts to your account all at once, and while you're adding them you may add them all in the list to a group. But what if they're already added to your account, and you just want to group them? You can still use this method. The process checks for existing users and will not add them again, but will add the to a group if you specify one. Here's What you do:

 

Navigate to your Contacts page. If you do not have any groups set up, do that first. If you already have your groups set up, go ahead and click Upload CSV. Follow the instructions on the page to prepare your CSV file. When it's ready, click Browse and select your file.

After some processing, new section will pop up titled Verify Your Data contacts from your spreadsheet listed. Verify they look right. If something looks off, stop and contact us. If everything looks good, continue.

Below your contact list, you'll see a section labeled Add these contacts to group. If you select a group from here, every contact on your list will be added to this group. Choose a group from the dropdown menu, read and select the checkbox agreeing that you have permission to add these contacts, and select Add Multiple Contacts.

OllieBot will then add any contacts that are not yet in your contacts list, and add any contacts to the group that do not already exist in that group. You will see a report listing how many contacts already existed, how many were added, and how many were added to the selected group.

If you have more questions, please contact us.