How does importing and exporting contacts work in Clickmax?
Import: in Contacts, use the import option and upload a CSV file with columns such as name, email, phone and date (in YYYY-MM-DD format). You can apply a tag or add the contacts to a list during the import. Confirm legal compliance (consent) and finish.
Export: in Contacts, use the export to CSV option. The file is generated once processing finishes and becomes available to download.
Related
If it didn't work
- CSV rejected or columns not recognised: check the headers and the date format (
YYYY-MM-DD) in Available fields. - You have hit your database limit: see the contact limit and the plan limits.
- Another error during processing: see the error codes.