How to import or export a contact list | systeme.io tutorials

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In this video, you will learn how to import and export your contact lists in systeme.io.

Whether you are migrating from another email marketing platform or simply need to back up your data, knowing how to manage your contact database is essential. Moving your subscribers into systeme.io allows you to consolidate your marketing tools, while exporting your list ensures you always have a safe copy of your valuable leads.

This tutorial covers the technical requirements for a successful import, such as converting Excel files to the correct CSV format to avoid errors. We also guide you through the data mapping process to ensure every piece of information—from email addresses to first names—ends up in the right place. Additionally, you will see how to filter and select specific contacts for export, giving you full control over your data.

What you will learn in this tutorial:

✅ Preparing your file: How to convert an Excel spreadsheet into a CSV (Comma Delimited) file, which is the required format for importing contacts into systeme.io.
✅ The import process: A step-by-step guide to uploading your file, selecting the correct delimiter, and mapping your data fields (e.g., matching "First Name" in your file to "First Name" in systeme.io).
✅ Organizing imports: How to automatically apply tags or subscribe contacts to email campaigns during the import process to keep your list segmented from day one.
✅ Exporting contacts: How to select specific contacts or your entire list, choose exactly which data columns you want to include (like email, name, or phone number), and receive the downloadable file directly in your inbox.

Timestamps:
00:00 - Introduction
00:06 - Preparing your file (Excel to CSV)
00:23 - Navigating to the Contacts tab
00:27 - Importing your contact list
00:42 - Organizing with tags
00:52 - Mapping data columns
01:07 - Exporting your contacts
01:21 - Selecting data to export
01:34 - Receiving the export file

By mastering these import and export functions, you can seamlessly transition between platforms and maintain a healthy, portable email list.

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