It's quick and easy to import your entire subscriber list with all of their custom fields and/or tags intact.
That said, if you're only importing email addresses, or email addresses and first names, we have this tutorial for you instead!
First things first
Before importing, please ensure the following:
1. Any custom fields have already been created in your ConvertKit account
By default, ConvertKit only includes two fields on your subscribers' profiles: First Name and Email address.
Any fields other than those two are considered custom fields, and they will need to be created in ConvertKit before you import your CSV. We have a separate tutorial on how to do that here!
2. Your import file is formatted correctly
- Your file should have one column per field, custom or otherwise (blank fields are okay, too — the only required field is email address)
- The list of tags should also be stored in a single column, with each tag separated by a comma
- The file itself should be saved as a CSV — no other filetype will work
Below is an example of a correctly-formatted CSV file:
From left to right, there's a column each for First Name, Last Name, and Email Address, and finally a comma-separated list of tags.
Once that CSV is imported, the tags "[Student] Riverdale High" and "[Reporter] The Blue & Gold" will automatically be created and applied to the correct subscribers. These tags may or may not already exist in your account. (We won't create duplicates, so long as the tags' names are exactly the same).
Ready? Let's move on to the tutorial!
1. Upload your CSV
From the Subscribers page, click the red ‘Add Subscribers’ button. Then select ‘Import a CSV’, and upload your CSV file.
2. Select what you're importing these subscribers into
Under 'Include these subscribers', select a form, sequence, or tag to import this CSV of subscribers into. We recommend importing into a tag, unless you have a specific reason to choose one of the other options.
3. Map all of the fields you're importing
Under where it says ‘Map the Columns to Fields’, go down the list and select the correct column for each field in ConvertKit, and for the list of tags, select ‘Comma-separated list of tags’.
This is really important! 🚨If you don't select a field for a column, that column's data will not be added to ConvertKit.
NOTE: If you import a CSV with information about an existing subscriber, that will override and replace the information you already have stored for them in ConvertKit. This is a great way to correct names or issues in bulk.
3. Click ‘Import subscribers’
Depending on how many subscribers you're importing, it might take a few minutes before it finishes processing, but you should be able to see all of your subscribers (and their data!) in your list before long.
And you're done!
If you’re having trouble with any of these steps, there might be an issue with your CSV. Click here to check out our article on troubleshooting CSV errors!