There are three primary ways to upload Excel files. Uploading 1) when you create a new list, 2) inside the profiles tab to be used in any list, and 3) to an existing list.
Preparing for upload
In your Excel file, if you have the headings "First Name", "Last Name", "Email", "Account Number", etc. then all of the information will be uploaded accordingly, and "Account Number" will show up as a custom field for each Profile with an account number.
Check out these upload templates so that you can modify your current excel file to conform to the template:
- Basic Template - names only.
- Intermediate Template - names & email addresses.
- Advanced Template - names, email addresses, & custom fields.
Note: Make sure that the Excel file is formatted according to the relevant template before you upload it. We recommend storing the important information in the first sheet of the Excel file and avoid uploading files with multiple sheets.
1 - When you create a list from the dashboard (2nd step):
2 - Inside of the Profiles tab:
3 - Inside of a list that has already been created: