How to import or export a contact list

Moving your list into SleepPRO™ or saving a copy? Here is how to import and export your contacts.

You will need your list saved as a CSV file.

Import your list

Step 1: save your list as a CSV file.

1. Open your list in Excel and click File.
2. Click Save as and choose a separator, such as Comma.
3. Click Save.

Step 2: import it into SleepPRO™.

1. In the CRM tab, click Contacts, then Import contacts.
2. Under Select CSV delimiter, choose the separator your file uses: comma, semicolon or pipe.
3. Click the upload box and choose your CSV file.
4. Pick a tag for these contacts if you like, for example Newsletter or Past clients, and click Next. You can also subscribe them to a campaign at this point, see How to subscribe contacts to a campaign when importing a contact list.
5. In the popup, tell SleepPRO™ what each column holds, such as email or first name.
6. Click Import.

Export your list

1. In the CRM tab, click Contacts.
2. Tick the contacts you want to export.
3. Click More actions, then Export.

SleepPRO™ creates a CSV file and emails it to the address on your account.