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Import My Existing Client Information into the Contact Tool

May 27, 2025 | By: PhotoBiz Knowledge Base

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
  • Facebook
  • 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)
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