Import contacts
When importing contacts into Heyloyalty, first of all, make sure you have the contacts in a .csv file. The actual delimeter is not important, but make sure the file format is .csv. A delimiter is the character used to divide the information in the file and is very often either a comma (,) or semicolon (;).
To import the contacts, go to the list you want to import them into by clicking Lists –> select the relevant list–> Import/Export–> Import members
Then click Choose file and locate the file on your computer before clicking Import members to.
Now choose the import type, i.e. whether you want to:
- Create new contacts and therefore ignore the contacts in the file that are already on your list
- Update existing contacts. This means no new contacts will be created on the list even if there are new contacts in the file you’re importing
- Create or update contacts. Here, new contacts will be created and the contacts you already have in the list will be updated with data from the file you import
Then choose the field that should identify the members. It should be a field that is unique to each contact, which is why you’ll often choose either email or mobile number here.
Now decide whether you want to send automations to the contacts you create as part of this import. There’s no right or wrong answer here, but read the help text and decide whether anything should be sent or not.
The same applies to import previously unsubscribed contacts. However, the default here is to import the contacts again.
Under delimiter, choose the character that separates the columns in your file. If you haven’t deliberately edited your import file, it will often be the semicolon you need to choose here.
You’ll know you’ve chosen the right delimiter when, further down the page, you get a row for each column in your import file:
This row of fields is also the final step in your contact import.
Here you select which data fields from the file that the import function should deal with. Then from firstname you choose to change the dropdown from Disregard to Firstname. This way you map the data fields from the file with fields in your list in Heyloyalty.
When all the desired fields have been mapped, click Import members.
Wait a moment and click the menu item Lists. You can now see that more contacts have been added to your list and/or that the contacts have been updated with data from your import file.
Export contacts
To export your contacts, click on the list you want to export the contacts from and then select Import/Export –> Export members.
Now wait a moment and refresh the page. Once the contacts have been exported, you’ll be able to download the file by clicking the relevant file under Previous exports, which you can find by clicking Import/Export.
The translations are as follows:
- First Name = firstname
- Last Name = lastname
- E-mail = email
- Cell phone number = mobile
- Gender = sex
- Date of Birth = birthdate
- Address = address
- Postnummer = postal code
- By = city
- Country = country
- Reference = reference
- Store = shop
- Custom fields are exported with the selected field name.
Specify which contacts to export
Here, you should select the contacts you want to export by checking the boxes next to each entry. You can also select a segment from the list and then click ” Select,” which is located below the order contact overview.
Next, scroll down to the bottom and select ” Actions for Multiple Members.” Here, select ” Export Selected.” Once the export is complete, you can locate the export file using the same method described in the section above.
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support@heyloyalty.com / tlf. 87 300 399