With Adenzo, you can import information about contacts from any CSV (comma-separated value) file, such as purchased marketing lists. CSV is a standard spreadsheet format used by many programs. You can have the CSV file on your computer or stored on Google Drive.

If the file has both companies and contacts in it, specify the correct mapping to put the contact data in the contact list.

Importing from Your Computer

To import contacts from a CSV file stored locally:

  1. Click Contact Lists in the left navigation bar.
  2. On the Contact Lists page, click the CSV Imports button.
  3. In the CSV Contact Imports page, click the Import new CSV file button.
     
    Import CSV from computer
  4. In the Add New Files dialog, to add a CSV file from your computer, on the My Computer tab, click the dotted box in the middle of the dialog. Locate and select the file to import, and then click Open. (Alternatively, you can drag files directly into the box.)
     
    CSV Contacts Import page
  5. On the CSV Contacts Import page, specify the settings in the Global Options section.
    In particular, make sure you select the First row includes field names check box if the CSV file is set up that way. If it only has contact information, keep this check box clear.
    Also, unless you want the imported contacts in the Default contact list, specify another contact list.
  6. In the Map the CSV fields section, specify the Adenzo Data Field for each field in the CSV file.
    If there is no match or if you don’t want to include that field, select – Skip this field –.
  7. Click Import Contacts.
  8. Verify that the imported contacts appear in the correct list.

Importing from Google Drive

To use Google Drive to access the file, the CSV file must remain a CSV file and not get converted to another file type.

Do not upload the CSV file to Google Docs.

To import contacts from a CSV file on Google Drive:

  1. Click Contact Lists in the left navigation bar.
  2. On the Contact Lists page, click the CSV Imports button.
  3. In the CSV Contact Imports page, click the Import new CSV file button.
  4. In the Add New Files dialog, to add a CSV file from Google Drive, click the Google Drive tab.
  5. If this is the first time you’ve connected to Google Drive from Adenzo, click Login to Google Drive. If necessary, type your username and password and click Sign in. If necessary, click Allow to access your Google Drive. (You may have to go through steps 2-4 again.)
     
    Import contacts from Google Drive
  6. Then, click My Drive.
    If, when looking at the files in My Drive, they don’t seem to be the correct files, log out of Google and then log in again.
  7. In the list of files in your Google Drive space, select the check box next to the CSV file to import.
  8. Click Done.
  9. On the CSV Contacts Import page, specify the settings in the Global Options section.
    (See above for details.)
  10. In the Map the CSV fields section, specify the Adenzo Data Field for each field in the CSV file.
    If there is no match or if you don’t want to include that field, select – Skip this field –.
  11. Click Import Contacts.
  12. Verify that the imported contacts appear in the correct list.
Clicking Go to CSV Imports list cancels the import process.

After you import a CSV file, you can access it within Adenzo from the CSV Contact Imports page by clicking CSV Imports on the Contact Lists page. By clicking the gear icon, you can delete the file if you no longer need it or re-import the information by clicking Execute.
 
Reimport or delete CSV file