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Category: Feature Updates

How to Import Advanced Form Contacts using CSV

What is it & why you need it


You can import bulk contacts using a CSV file to any existing form created with the Advanced Interactive Form.


You simply upload a CSV file containing the contacts and their responses, map the fields, and it automatically imports everything. With this feature, you can easily import hundreds of contacts in just seconds.


The supported form fields are: Email, First Name, Last Name, Phone, Country, Language, Short Text, Long Text, Number, and Password. In other words, you can only import the responses to these fields only.



How to get started using it


The interactive advanced form comes as an EzyCourse addon. So, please make sure you have the addon in order to use the CSV import feature. 


To learn how you can import contacts on the default form, click here.


Once you have the addon, navigate to Marketing & Contacts -> Advanced Forms & Contacts. Click the CSV icon on an existing form.



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Click the Choose File button and select your CSV file.



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Now, map the CSV columns with your form fields using the dropdown option. This is the most important step. Mapping a column with the wrong form field may result in incorrect or misplaced contact data. To finish uploading, click the Upload button.


[Note: You’ll only see the fields that the form has, on the dropdown.]



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You’ll see a toast message if the upload is successful.



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