How to Import Contacts into PhotoBiz
Importing your contact list into PhotoBiz is quick and easy! Just follow the steps below to prepare your file, upload it, and start connecting with your audience.
Before You Begin
- Your file must be in .CSV format
- File size must be 4MB or less
- You can import up to 5,000 contacts at a time
(If your list is larger, break it into smaller batches)
STEP ONE
Export Your Contacts
Export your contact list as a .CSV file from your email provider or contact manager. Most platforms offer this as a standard option.
STEP TWO
Format Your CSV File
Before uploading, make sure your file is properly formatted:
- The first row must contain column titles in English
- You must include a column labeled Email
- You can also include any of the following optional fields:
- First Name
- Last Name
- Phone
- Work Phone Number
- Company Name
- Birthday
- Address Line 1
- Address Line 2
- City
- Country
- State or Province
- Zip Code
- Shipping Address
- Shipping City
- Shipping Country
- Shipping State or Province
- Shipping Zip Code
- Notes
STEP THREE
Understand Contact Limits & Duplicates
-
You can import up to 5,000 contacts per upload
-
The system will skip duplicates and any entries:
-
Without an email address
-
With an invalid email address
-
Here's an example of the type format you'll want to follow for your CSV file.
IMPORTING YOUR CSV FILE
STEP ONE
Log Into Your Account
Log into your PhotoBiz account and click Contacts in the left-hand menu.
STEP TWO
Start the Import Process
Click the Import button in the Contacts control panel.
STEP THREE
Upload Your File
Select your prepared .CSV file and click the green CONTINUE button.
STEP FOUR
Preview & Map Your Columns
You’ll see a preview of your contacts. Use the drop-downs above each column to match your CSV headers with the correct fields in PhotoBiz (e.g., First Name, Email, etc.).
STEP FIVE
Add Import Details
- Select a Type: Choose Customer, Lead, or Vendor
- Add Tags: Enter any tags you’d like to assign (e.g., "2025 Clients") and click ADD TAG
- Certify Permission: Check the box to confirm you have permission to email these contacts
STEP SIX
Complete the Import
Click the IMPORT button to begin importing your contacts. You’ll see a progress bar showing the upload status.
STEP SEVEN
View Import Summary
Once the import is complete, click VIEW SUMMARY to see details like:
- Number of contacts imported
- Type of contacts (Customer, Lead, Vendor)
- Tags applied
- Number of skipped contacts (due to duplicates or missing emails)
