Contacts and forms

Import and export contacts

Guide C02 Plumfolio

If you already use another platform, importing contacts can save you from recreating records one by one.

Prepare an import file

Arrange your data in a table with an email column and, if needed, first name, last name, and tags. Save the file in a format Plumfolio accepts.

Import the data

From Contacts, start the import if that action is available, select your file, and check how the columns are matched. Review duplicates and the result after the import.

Export a list

Export contacts to review their data or keep a copy in another tool.

Warning: Importing a list does not automatically establish that people have agreed to receive newsletters. Keep a record of consent where required.