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How do I import a contact file manually?

You've created your project, defined the content of your survey and defined the distribution scenario ? Now it's time to import your contacts.

  1. To start, go to the Distribution tab of the survey concerned (Project page > click on the survey you want > click on the Distribution tab).
  2. Then select ‘Manual import’.
  3. The import is carried out in four stages:

Step 1: Import

At this stage, you need to import your contact file, respecting the file criteria. You can help yourself by downloading the example file.

Criteria to be met:

  • the file must be encoded in UTF-8 ;
  • the column separator must be a semicolon or a comma;
  • the file must contain a first header line containing the column names. A column header cannot be empty. It cannot have the same column name more than once;
  • the file must have a maximum size of 100 MB ;
  • the file must have at least one line corresponding to a contact, in addition to the header line.

❗ You must accept the RGPD (General Data Protection Regulation) consent criteria in order to continue importing your contacts.

Step 2: Correspondence

At this stage, you need to make the correspondences between the columns in your contact file and the metadata in your project.

💡 Remember to name the column headers in your file with the same headings as the metadata, the correspondences will then be made automatically.

❗ You must have matches for the Contact ID and E-mail metadata in order to continue importing your contacts.

Step 3: Distribution

💡A contact is identified on the Contact ID & E-mail metadata pair. Your file is automatically cleaned up; we only import the first contact in the file when the contact is present several times in the file.

At this stage, you need to define the import rule for the same contact in one of three ways:

  1. Define a delay between 2 imports: Your existing contacts will only be imported if the last import goes back further than the number of days you have defined (between 1 and 365 days).
  2. Always import: Your contacts will always be imported, regardless of the date of the last import.
  3. Import once only: Your existing contacts will be imported once only and will not be imported again during subsequent imports.

Step 4: Summary


At this stage, the summary of your settings allows you to check all the details before finalising the import of your contacts.