Level 1: Quick Start Guide

Level 1: Quick Start Guide

Your First Import

Step 1: Prepare Your File

Supported Formats:

  • CSV (Comma-separated values)

  • TSV (Tab-separated values)

  • Excel (.xlsx, .xls)

Recommended Columns:

email,first_name,last_name,company,phone,tags,custom_field_industry
john@example.com,John,Doe,Acme Inc,555-1234,customer|vip,SaaS
jane@example.com,Jane,Smith,Tech Corp,555-5678,lead,Technology

Required Field:

  • email (must be unique)

Step 2: Upload File 


Contacts โ†’ Import โ†’ Upload File

[Choose File] contacts.csv (2.5 MB, 5,000 rows)

Preview:
  รขล“โ€œ 5,000 rows detected
  รขล“โ€œ 8 columns found
  รขล“โ€œ Header row detected

[Next: Map Fields โ†’]

Step 3: Map Fields 


Map Your Columns:

CSV Column          โ†’  PenguinMails Field
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
email               โ†’  [Email Address] รขล“โ€œ
first_name          โ†’  [First Name] รขล“โ€œ
last_name           โ†’  [Last Name] รขล“โ€œ
company             โ†’  [Company] รขล“โ€œ
phone               โ†’  [Phone Number] รขล“โ€œ
tags                โ†’  [Tags] (comma/pipe separated)
custom_field_industry โ†’ [Custom Field: Industry]

Unmapped Columns:
  (none)

[Next: Validation โ†’]

Step 4: Validation 


Validation Results:

รขล“โ€œ Valid Records: 4,892 (97.8%)
รขลกย  Warnings: 95 (1.9%)
รขล“โ€” Errors: 13 (0.3%)

Issues Found:
  13 ร— Invalid email format
  82 ร— Duplicate emails (will skip)
  13 ร— Phone number format issues

Actions:
  โ—‹ Import only valid records (4,892)
  โ—‹ Fix errors and re-upload
  โ—‹ Download error report

[Import Valid Records]

Step 5: Configure Import 


Import Options:

Duplicate Handling:
  โ—‹ Skip duplicates (keep existing)
  โ— Update existing (merge new data)
  โ—‹ Create duplicates (allow)

Tags:
  โ˜‘ Add tag: "imported_2025_11"
  โ˜‘ Add tag: "bulk_upload"

Segment:
  โ˜‘ Add to segment: Create new "November Import"

[Start Import]

Step 6: Import Running 


Importing Contacts...

Progress: รขโ€“ห†รขโ€“ห†รขโ€“ห†รขโ€“ห†รขโ€“ห†รขโ€“ห†รขโ€“ห†รขโ€“ห†รขโ€“ห†รขโ€“ห†รขโ€“ห†รขโ€“ห†รขโ€“โ€˜รขโ€“โ€˜รขโ€“โ€˜รขโ€“โ€˜ 75% (3,669 / 4,892)

Elapsed: 00:02:14
Estimated remaining: 00:00:45

[View Live Progress]

Step 7: Import Complete 


รขล“โ€œ Import Completed Successfully

Summary:
  Total Rows: 5,000
  Imported: 4,892
  Skipped (errors): 13
  Skipped (duplicates): 95
  Updated (existing): 432
  Created (new): 4,460

[View Contacts] [Download Report] [Import History]

Quick Export

Export All Contacts 


Contacts โ†’ Export

Selection:
  โ— All Contacts (12,847)
  โ—‹ Current View/Filter (4,892)
  โ—‹ Selected Contacts (0)
  โ—‹ Specific Segment

Format:
  โ— CSV
  โ—‹ Excel (.xlsx)
  โ—‹ JSON

Fields:
  โ˜‘ Email
  โ˜‘ First Name
  โ˜‘ Last Name
  โ˜‘ Company
  โ˜‘ Tags
  โ˜‘ Lead Score
  โ˜‘ All Custom Fields

[Export]

รขล“โ€œ Export ready: contacts_export_2025-11-25.csv (2.8 MB)
[Download]