It's quick and easy to import your entire subscriber list with all of their custom fields and/or tags intact.
What are custom fields? They're the fields that let you keep track of important subscriber details such as last name, workplace, phone number, etc.
NOTE: 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. You've reviewed our pre-import checklist
We recommend reviewing this article before proceeding with this tutorial, which includes useful considerations and frequently asked questions about importing.
2. 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.
Fields other than those two are considered custom fields. They will need to be created in ConvertKit before you import your CSV.
Learn how to create your custom fields here.
3. 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
Each column should have a header row that corresponds with the name of the field in ConvertKit (or just 'tags' for a list of tags)
The file itself should be saved as a CSV — no other file type 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. Each column also has a heading.
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 tag names are exactly the same.)
Ready? Let's move on to the tutorial!
1. Upload your CSV
From the Subscribers page (Grow > Subscribers), click the red ‘Add Subscribers’ button. Then select ‘Import a CSV’, and upload your CSV file.
2. Select where you're importing these subscribers
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
Where it says ‘Map the Columns to Fields’, go down the list and select the correct column for each field in ConvertKit. Then, 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. However, you should be able to see all of your subscribers (and their data!) in your list before long.
Once this is complete, you're done!
If you're having trouble uploading or importing your subscribers, please follow the pre-import troubleshooting steps outlined here. If your import was successful but something seems 'off', please refer to our post-import troubleshooting guide here.