Import contacts and past experience history from Excel or CSV

Follow these steps

1. 01

   Open Audience → Contacts. Download Template if you want the sample columns, or choose Import contacts and upload your own .csv or .xlsx file.

2. 02

   If the workbook has several worksheets, choose Worksheet to import. Only that worksheet is imported in this run.

3. 03

   Under Match the people columns, review the suggested mappings. Map Email or Mobile, and any name, age, gender, location and other fields you have. Correct wrong automatic mappings.

4. 04

   Under Tell us what this file represents, choose They attended an event, They booked; attendance unknown, or General contact list. Add the experience or list context only when it is accurate.

5. 05

   Review additional fields. Map useful extra columns to saved or new custom fields using the appropriate text, number, date, yes/no or choice type. Choose a configured location explicitly if the history belongs to that branch.

6. 06

   Review the preview and counts, including invalid rows, exact duplicates and repeat-customer history. Confirm the required import details, then choose Import people.

7. 07

   Check the resulting Contacts and the selected audience list. Open a profile to confirm that identity and imported history are recorded as you intended.

Good to know

• Exact duplicate rows are removed; distinct repeat-customer rows can be kept as history.
• City, area and address columns can support location search. A spreadsheet branch name does not automatically assign a configured club location.
• Importing a contact or past attendance does not grant private-experience access. Use Pre-approvals or the private plan's pre-approved list separately.
• Uploading a file does not automatically grant marketing consent or schedule messages.

If something isn’t working

• No valid rows? Check that each row has a valid mapped email or mobile number. Use a country code for non-Indian phone numbers.
• A custom field is rejected? Match its saved type and allowed choices; do not change a numeric or choice field into unrelated text.
• The import times out? Check Audience before uploading the same file again; the import may still be finishing.
• Retry intelligence sync appears after contacts imported? Use that action to retry the remaining synchronization instead of importing the contacts again.
• To import another worksheet, upload the workbook again and select that tab.