Uploading a List from Excel or CSV

  • Updated

You can create a new marketing list in Act-On in a variety of ways. One of the most common ways is to create a new list by uploading a file (comma-delimited or Excel format) into your Act-On account. 

Accepted File Types for Marketing Lists

  • Comma-delimited .csv (best practice)
  • Microsoft Excel .xls, .xlsx (up to 20MB when zipped)


Create a New List from a File

  1. Navigate to Contacts > Marketing Lists
  2. Click New List
  3. Enter a name for the new list
  4. Select a folder to contain the new list
  5. Under Set Up New List Contents, select Upload an Excel file or text (CSV) file
  6. Read the agreement, and select I accept to proceed
  7. Click Choose File and navigate to the file containing your contacts
    • You may also click the provided links for file examples and instructions to export contacts from several popular programs
  8. Click Next
  9. Confirm that the data looks correct in the list preview, and click Next
  10. Select fields to import and how they should be mapped, then click Next
    • If Act-On can match your list fields to key system fields like First Name, Last Name, and Email Address, these mappings will display for you to confirm
    • If Act-On does not find any system fields in your list, you will see a list of all list columns
    • Make sure that the fields match the way you expect – you can also enter a new name or set the field to not import
  11. Click Finish


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