Contact import

No. You can import your contacts yourself. We provide all the guidance you need through videos in our help centre and if you get stuck our support team is here to help.

Once your contacts are imported you can start to get in touch with them using the built-in email broadcast tool. There are special tools to make it easy for you to invite them to create a user account or set up a new Direct Debit as their main payment method.

No automated emails are sent to contacts upon import. But, when membership subscription renewal dates arrive, members will receive renewal reminder emails if you have this feature switched on.

Yes. You can import existing members, newsletter subscribers, staff, trustees, volunteers, supporters, organisations - anything. You can easily import people into groups to demarcate them. You can then create email broadcasts based on these groups.

We usually recommend importing the bulk of your contacts before you start actively using the system and sending broadcast emails. If you wait to import contacts you will have a lot more work to do reconciling and merging contact details.

We always recommend importing your existing contacts and their membership status before sending out any form of communication to them.

Yes, if you have acquire additional sets of contacts later through an event or other sign up list, then you can import them. You just won't be able to re-import contacts that are already in the system. If you attempt to import a contact that already exists the system will give you a warning and you can just remove that contact form your import file and try again.