{"id":11610,"date":"2022-10-24T14:55:19","date_gmt":"2022-10-24T14:55:19","guid":{"rendered":"https:\/\/www.stoneshot.com\/learn\/?p=11610"},"modified":"2026-06-30T22:11:44","modified_gmt":"2026-06-30T22:11:44","slug":"importing","status":"publish","type":"post","link":"https:\/\/www.stoneshot.com\/learn\/contacts-lists\/importing\/","title":{"rendered":"Importing"},"content":{"rendered":"<h2>Importing using a CSV<\/h2>\n<p><script src=https:\/\/fast.wistia.com\/embed\/medias\/ujkyhf370c.jsonp async><\/script><script src=https:\/\/fast.wistia.com\/assets\/external\/E-v1.js async><\/script><\/p>\n<div class=\"wistia_responsive_padding\" style=\"padding: 56.25% 0 0 0; position: relative;\">\n<div class=\"wistia_responsive_wrapper\" style=\"height: 100%; left: 0; position: absolute; top: 0; width: 100%;\">\n<div class=\"wistia_embed wistia_async_ujkyhf370c seo=true videoFoam=true\" style=\"height: 100%; position: relative; width: 100%;\">\n<div class=\"wistia_swatch\" style=\"height: 100%; left: 0; opacity: 0; overflow: hidden; position: absolute; top: 0; transition: opacity 200ms; width: 100%;\"><img decoding=\"async\" style=\"filter: blur(5px); height: 100%; object-fit: contain; width: 100%;\" src=\"https:\/\/fast.wistia.com\/embed\/medias\/ujkyhf370c\/swatch\" alt=\"\" aria-hidden=\"true\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2>Importing from Salesforce<\/h2>\n<p><script src=https:\/\/fast.wistia.com\/embed\/medias\/atcmep7q3z.jsonp async><\/script><script src=https:\/\/fast.wistia.com\/assets\/external\/E-v1.js async><\/script><\/p>\n<div class=\"wistia_responsive_padding\" style=\"padding: 56.25% 0 0 0; position: relative;\">\n<div class=\"wistia_responsive_wrapper\" style=\"height: 100%; left: 0; position: absolute; top: 0; width: 100%;\">\n<div class=\"wistia_embed wistia_async_atcmep7q3z seo=true videoFoam=true\" style=\"height: 100%; position: relative; width: 100%;\">\n<div class=\"wistia_swatch\" style=\"height: 100%; left: 0; opacity: 0; overflow: hidden; position: absolute; top: 0; transition: opacity 200ms; width: 100%;\"><img decoding=\"async\" style=\"filter: blur(5px); height: 100%; object-fit: contain; width: 100%;\" src=\"https:\/\/fast.wistia.com\/embed\/medias\/atcmep7q3z\/swatch\" alt=\"\" aria-hidden=\"true\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>Our <strong>Importer<\/strong> is a simple tool enabling you to push contact data into StoneShot.<\/p>\n<p>Importing is a two-stage process. After selecting your contact list, the importer verifies the integrity of your data then offers a set of import options, and works work with the <strong>Comma Separated Value (CSV)<\/strong> format of data.<\/p>\n<h2>Preparing your list for Import<\/h2>\n<p>Before you import your contact list to StoneShot, we recommend following the below steps to avoid any complications going forward.<\/p>\n<ul>\n<li>Open your list in Excel and through filters:\n<ul>\n<li>Make sure you don\u2019t have duplicate contacts<\/li>\n<li>All contacts have a valid email address\n<ul>\n<li>Email addresses must always contain an <strong>@<\/strong> and a <strong>.<\/strong><\/li>\n<li>Email addresses must not begin or end with an <strong>@<\/strong> or a <strong>.<\/strong><\/li>\n<li style=\"margin-bottom: 0;\">Email addresses must not contain any special characters like: <strong>( ) , : ; &lt; &gt; [ \\ ]<\/strong><\/li>\n<\/ul>\n<\/li>\n<li>The last column must be fully populated, with no empty cells. As every record requires either an email address or a CRM ID (if importing by CRM ID), we recommend keeping the Email or CRM ID column as the final column.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Once you are ready with the preparation, you can save the file to <strong>*.csv<\/strong> and import it in StoneShot.<\/p>\n<h2>How to import a list<\/h2>\n<p>Once you have your CSV file prepared, login to the StoneShot app and under <strong>Contacts <\/strong>select <strong>Import Manager<\/strong> &gt; <strong>Import contacts<\/strong> as shown below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3859\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2026\/06\/import-manager.png\" alt=\"\" width=\"100%\" height=\"auto\" \/><\/p>\n<p>Once you have clicked the <strong>Import Contacts<\/strong> button you will be able to see the import wizard as shown below. Simply go through the steps to get your list importer.<\/p>\n<p>First, you\u2019ll be asked to choose either your csv file by using the <strong>Browse<\/strong> function or, if you have CRM integration such as Salesforce, the Salesforce report you wish to import from.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/NewImporter1.png\" alt=\"\" width=\"100%\" height=\"auto\" \/><\/p>\n<p>Select your file and click next once it has been successfully uploaded.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/NewImporter2.png\" alt=\"\" width=\"100%\" height=\"auto\" \/><\/p>\n<p>Now you\u2019ll be able to choose which columns from your Excel file to include in the upload. <strong>Columns<\/strong> is the name in your file, <strong>Fields<\/strong> is the options you can choose to import your column into, <strong>First Row<\/strong> gives you an example of the data from your file, and <strong>Unique Identifier<\/strong> is telling you how the importer will distinguish between contacts. This will always be <strong>Email<\/strong> unless you have a <strong>CRM ID<\/strong> in which case that will be chosen.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/NewImporter3.png\" alt=\"\" width=\"100%\" height=\"auto\" \/><\/p>\n<p>Once you\u2019ve mapped your fields, you\u2019re then going to decide what to do with your data.<\/p>\n<p>First you can decide whether to add your data to an existing list, create a new list from your data, or not create a list simply updating the contact information from your file into your account.<\/p>\n<p>Here you\u2019ll also choose what happens to new and existing contacts on your list be picking one of the below options:<\/p>\n<ul>\n<li><strong>Add &amp; Update<\/strong>: adds new contacts and updates existing matching contacts<\/li>\n<li><strong>Add Only<\/strong>: adds new contacts and skips those that already exist<\/li>\n<li><strong>Update Only<\/strong>: skips any new contacts and updates matching ones<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/NewImporter4.png\" alt=\"\" width=\"100%\" height=\"auto\" \/><\/p>\n<div class=\"ewa-rteLine\">To add contacts to an existing list, enter a few characters into the <strong>Add to list<\/strong> search box and select the required list from the results.<\/div>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/NewImporter9.png\" alt=\"\" width=\"100%\" height=\"auto\" \/><\/p>\n<div class=\"ewa-rteLine\">To create a new list, click the <strong>New List<\/strong> button and enter a name in the <strong>New List<\/strong> &gt;<strong> List Name<\/strong> field that appears. All imported contacts will be added to this new list.<\/div>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/NewImporter10.png\" alt=\"\" width=\"100%\" height=\"auto\" \/> Alternatively, you can use the import solely to add new contacts and\/or update existing contact records without adding them to a list. In this case, simply leave both the <strong>Add to List<\/strong> and <strong>New List<\/strong> options blank.<\/p>\n<p>You can import your list now if you wish by clicking <strong>Next<\/strong>. However, you may wish to use the <strong>Advanced Options<\/strong> section on the right-hand side of the screen. This gives you four different options on how to manage your list:<\/p>\n<ul>\n<li><strong>Add Contacts into Segmentation<\/strong> \u2013 Get the importer to set all of the contacts in your list to a certain <strong>StoneShot Segment<\/strong>. (e.g. Set all contacts to \u2018Region = UK\u2019, or \u2018Sales Manager = Mr Jones\u2019). All contacts in the list will be set to the <strong>Segment<\/strong> you select.<\/li>\n<li><strong>Change Email Preference<\/strong> &#8211; Get the importer to set all of the contacts in your list to a certain <strong>StoneShot Email Preference<\/strong>. (e.g. Set all contacts to \u2018Newsletter = Subscribe\u2019, or \u2018Webinars = Unsubscribe\u2019). All contacts in the list will be set to the <strong>Email Preference<\/strong> you select.<\/li>\n<li><strong>Change Event Status<\/strong> &#8211; Get the importer to set all of the contacts in your list to a certain <strong>StoneShot Event Status<\/strong>. (e.g. Set all contacts to \u2018Christmas Party = Invited\u2019, or \u2018Financial Seminar = Registered\u2019). All contacts in the list will be set to the <strong>Event Status<\/strong> you select.<\/li>\n<li><strong>Manage Unsubscribes &amp; Bounces<\/strong> \u2013 If you wish to keep your list clean, you can choose to not import anyone set to <strong>Unsubscribed<\/strong> or <strong>Bounced<\/strong>. They will still exist in your account of course, just not in your mailing list.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/NewImporter7.png\" alt=\"\" width=\"100%\" height=\"auto\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/NewImporter5.png\" alt=\"\" width=\"100%\" height=\"auto\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/Newimporter6.png\" alt=\"\" width=\"100%\" height=\"auto\" \/><\/p>\n<p>When you have selected all of your options, click on <strong>Next<\/strong> and you\u2019ll be taken to a final summary screen. This will give you the details of what is about to happen to your import, what additional options you\u2019ve selected, if it\u2019s a new list etc.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/NewImporter8.png\" alt=\"\" width=\"100%\" height=\"auto\" \/><\/p>\n<p>One final thing to decide is whether to receive an <strong>Import Report<\/strong> when your import has completed. This is set to on by default, and we\u2019d recommend keeping it on so you are aware when your import has completed. If you don\u2019t want to receive an email, simply turn the toggle off.<\/p>\n<p>When you are ready click on <strong>Import<\/strong>. This will take a few minutes, depending on how long the list is.<\/p>\n<h2>Import Report (if selected)<\/h2>\n<p>Once your list is imported you will be emailed an automatic <strong>Import Report<\/strong> detailing all the information for your import. If there were any errors or contacts dropped from the import you will be able to see them on this email notification \u2013 this could be for reasons such an email missing or an invalid email address. <strong>Records Skipped<\/strong> simply means that the contact record in your account was an exact match for the record in the import. It has still been included in the import list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/NewImporter13.png\" alt=\"\" width=\"579\" height=\"446\" \/><\/p>\n<h2>Where can I see my import?<\/h2>\n<p>If you selected <strong>New List<\/strong>, you can view your import by going to <strong>Contacts<\/strong> &gt; <strong>Lists<\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-3865\" style=\"border: solid 1px #e2e5ea; padding: 10px;\" src=\"\/learn\/wp-content\/uploads\/2022\/10\/NewImporter11.png\" alt=\"\" width=\"100%\" height=\"auto\" \/><\/p>\n<p>The first list will be the latest import and it will be named with the name of your new list and a timestamp of the import. You can edit the name of the list by going into the list and clicking on the edit pencil.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Importing using a CSV Importing from Salesforce Our Importer is a simple tool enabling you to push contact data into StoneShot. Importing is a two-stage process. After selecting your contact list, the importer verifies the integrity of your data then offers a set of import options, and works work with the Comma Separated Value (CSV) [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[60],"tags":[],"class_list":["post-11610","post","type-post","status-publish","format-standard","hentry","category-contacts-lists"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Importing - The Learning Site<\/title>\n<meta name=\"description\" content=\"Our Importer is a simple tool enabling you to import contacts to the StoneShot Platform by either using a CSV or directly from Salesforce.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.stoneshot.com\/learn\/contacts-lists\/importing\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Importing\" \/>\n<meta property=\"og:description\" content=\"Our Importer is a simple tool enabling you to import contacts to the StoneShot Platform by either using a CSV or directly from Salesforce.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.stoneshot.com\/learn\/contacts-lists\/importing\/\" \/>\n<meta property=\"og:site_name\" content=\"The Learning Site\" \/>\n<meta property=\"article:published_time\" content=\"2022-10-24T14:55:19+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-30T22:11:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fast.wistia.com\/embed\/medias\/ujkyhf370c\/swatch\" \/>\n<meta name=\"author\" content=\"Michael Wilson\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@StoneShot\" \/>\n<meta name=\"twitter:site\" content=\"@StoneShot\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michael Wilson\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"8 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/importing\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/importing\\\/\"},\"author\":{\"name\":\"Michael Wilson\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/#\\\/schema\\\/person\\\/4df6b19d5503c3e7f88710658295d139\"},\"headline\":\"Importing\",\"datePublished\":\"2022-10-24T14:55:19+00:00\",\"dateModified\":\"2026-06-30T22:11:44+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/importing\\\/\"},\"wordCount\":1090,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/importing\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/fast.wistia.com\\\/embed\\\/medias\\\/ujkyhf370c\\\/swatch\",\"articleSection\":[\"Contacts Lists\"],\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/importing\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/importing\\\/\",\"url\":\"https:\\\/\\\/www.stoneshot.com\\\/learn\\\/contacts-lists\\\/importing\\\/\",\"name\":\"Importing - 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