How to Import Bulk Contacts via CSV

Introduction

Importing your contacts into MarketAutoHub is the first step to starting your email marketing campaigns. Our bulk import tool allows you to add thousands of contacts in seconds using a simple CSV file.

In this tutorial, we will explain exactly how to format your file and perform the import without errors.

Step 1: Access the Contacts Area

In the side menu of your admin panel, click on Contacts. Then, locate the import button (upload icon or "Import CSV") at the top of the screen.

The direct URL is: https://marketautohub.com/en/admin/contacts

Step 2: Prepare Your CSV File

When you click import, you will see a window with instructions. The system accepts files in .csv (Comma Separated Values) format.

You can download our example template directly from the import window to make it easier.

File Structure

The header of your file must contain the following columns:

name,email,phone,company,category,notes,is_active

Mandatory and Optional Fields

It is very important to note that only the EMAIL is mandatory. All other fields are optional.

• email (Mandatory): The contact's email address.
• name: Full name of the contact.
• phone: Phone number.
• company: Company name.
• category: Category for segmentation (e.g., "VIP", "Hot Lead"). If the category does not exist, it will be automatically created.
• notes: Notes about the contact.
• is_active: Contact status. Use true for active and false for inactive.

💡 Tip: If you do not fill in the is_active field, the system will assume the contact is active by default.

Example

name,email,phone,company,category,notes,is_active
"John Doe","john@example.com","(555) 123-4567","ABC Company","VIP","Important client","true"
"Jane Smith","jane@example.com","(555) 987-6543","Tech Corp","Qualified Lead","Interested","true"
,,"peter@email.com",,,,

Note that in the last example, only the email was provided, which is perfectly valid.

Important Rules

1. Duplicates: The system automatically ignores emails that are already registered in your database. Do not worry about duplicates.
2. Limit: Currently, it is possible to import up to 5,000 contacts at a time to ensure processing stability. If you have more contacts, split them into multiple files.
3. Categories: You can use category columns to organize your leads right at the moment of import.

Conclusion

With your file ready, just drag it to the indicated area or click "Choose file". The system will process the lines and give you a report of how many contacts were successfully imported.

Done! Now that your database is imported, you can create your first campaign.