Infinity3 Help Centre

Bring an existing customer or lead list into Infinity3 using a CSV file.

Before you start

You’ll need administrator access and a CSV file smaller than 30 MB.

Prepare your file

• Use a header row with clear column names, such as First Name, Email and Phone.
• Include at least a name, email address or phone number for each contact.
• Remove duplicate rows and check the details.
• Create any custom fields you need before importing.

Export Excel or Google Sheets data as CSV first.

Import your contacts

1. Open Contacts and select Import Contacts.
2. Choose Contacts and continue.
3. Upload your CSV.
4. Choose whether to create contacts, update existing records, or both.
5. Match each column to the correct Infinity3 field.
6. Review the mappings, optional tags and workflow settings.
7. Complete the confirmation and start the import.

Leave unwanted columns unmapped and select the option to exclude them.

Check the result

Open Bulk Actions to review progress, results and errors. Check a few imported records before using the full list.

Things to know

• Updating existing records can change stored details.
• Workflow options and existing automations may start follow-up actions.
• Importing contacts does not establish marketing permission.

If an import fails, contact Infinity3 with the error details and affected column names.