Import Contacts to FluentCRM

The CSV import tool will help you add contacts to FluentCRM. You can easily upload contacts into FluentCRM from a valid CSV(comma-separated value) file. During the import process, you can also auto-update the properties of already existing contact at once.

Things to know before importing the contacts

  • You already have your contacts in a spreadsheet program like MS Excel or Google Sheets, Now export the contacts as a CSV file.
  • The date field must be formatted in a specific way for example the Date of Birth or other Dates must follow the Y-m-d format.
  • In FluentCRM, you can categorize your contacts based on their subscription status, like subscribed or unsubscribed. You can only select one status at a time.
  • FluentCRM has no limit to the number of subscribers you can import like other SaaS email marketing providers, so feel free to import all your contacts.

Steps to Import contact to Fluent CRM from a CSV file #

Go to the FluentCRM dashboard and choose the Contacts Tab from top and then click into Import from the top-right.

A popup will appear where you need to select the CSV as the contact source and then click next.

csv import crm

In the second step, you will be asked to Select Your CSV Delimiter, by default CSV delimiter is commas, but if you used semicolon you need to select it in the delimiter. Here I used Comma Separated. Now upload your CSV and again click next.

In the third step, you will need to configure the field mapping from your CSV file with Fluent CRM fields. My example CSV file has three simple fields which are Firstname, Lastname, and Email. Your CSV might have more. Map the fields accordingly. As you can see in the screenshot below, the left column has your CSV data and the right column is the FluentCRM fields.

Select the List & Tags for the imported contacts. You can also Update a Subscriber with new data from CSV if the contact is already existing. The email is the unique field and based on email FluentCRM determines if a contact is already existing. Lastly, you need to give the subscribers a status. You can select “subscribed” as the status but make sure that you have the permission to send them marketing.

Now click next and that’s it. Your contacts are suscessfully imported into FluentCRM.

Steps to Import Your WordPress Users into FluentCRM #

At first, Go to the FluentCRM dashboard. Now choose the Contacts Tab from topbar and then click into Import from the top-right.

A popup box will appear and you will need to choose the data source, Select WordPress users and click next.

wordpress import crm

In the next step, you will need to choose the user role you want to import. From administrator to subscriber role, contacts from all the user’s roles will be available to import.

In the final step, you will need to select the List & Tags for the imported users. Check the Update Subscribers checkbox to update if the data of any existing subscriber available with the same email address. The unique field for identifying an existing user is email and based on email FluentCRM determines if a contact is already existing. Now give the subscribers a subscription status. Select “subscribed” as the status but make sure that you have the user consent to send them an email campaign.

Steps to Manually Add Contacts into FluentCRM #

From FluentCRM Dashboard, select Contacts Tab and clink into the Add button from the top right.

A popup form will appear. Give all the required details of the subscriber including name, email, etc. Select the List & Tags for the contact. Give a status to the subscriber. Choose “subscribed” as the status but make sure that you have the permission to send marketing campaigns. You must at least give the email and the status of the contacts.

Now click on the confirm button and your subscriber is added successfully into FluentCRM.

23 Comments

  1. Hello, I follow exactly this and I got a message that’s say the contacts has been update but the report show up NA/NA therefore, it’s not working…

    Can you help ?

    I thought to get the pro version but if I can not import ,it’s worry me…

    Will see how your support is fast to respond..

    Oli

  2. The import dialogue boxes include a link to “Download sample file”. However, upon clicking the link, I don’t get a sample file for reference, but rather am directed to a webpage with some sample field text. I was expecting a .csv file that I could open with Excel to reference field names and data types. Please advise if you can send a sample file to reference. Thanks!

  3. Easy to do and nice plug-in. Earlier, I left a message on another Fluent CRM forum hoping someone from wpmanageninja or Fluent CRM would respond. I bought a pro license and found the onboarding process confusing. I tried a lot of workarounds. Out of desperation, I tried uninstalling the plugin, then reinstalling it. Only after reinstallation did I find the notification in my dashboard to activate my account and enter my license code. I always take screenshots of my license and receipt. I am glad I did and that I downloaded the pro plugin when I had a chance, right after purchase. I did not get any email confirmation or password after purchase, although my receipt shows the system has the information. I assumed my login would be the email that I used to register my account. The name on my receipt and the email on my receipt will not allow me to reset my password. I use the same email on all plugins or software related to my WordPress site. I checked everywhere, inbox, junk mail, etc., and found no confirmation. Everything seemed to happen only within the website and I could not find my user name and option to set a password. At the moment, I have worked things out by trial and error to get started. However, I want to know the secret to accessing the pro license support in the event it is needed. I bought the 5-site license and hope to activate the other sites as well.

  4. I just tried to use you “Still stuck, how can we help?” function and it just locked up.

    I’m trying to find out how to delete an un-needed contact?

  5. Hi! If I have customers that bought me in 2020, when I import them to FluentCRM it says “date added” and the day of today, of course. In order to calculate later campaigns targeted to customers that bought me in 2020, should I create a custom contact field?
    And what would be a recommended way to tag the purchase date? In order to calculate later on with a formula “target customers that bought me in the last 3 months”? Thanks

  6. Hello Nazir
    is there a complete FluentCRM manual, with all the information and functions that it is possible to download or receive by email?

  7. Hi Eduardo, our marketing team is already preparing a full ebook that’ll guide you through all the difficulties. Just subscribe to our blog so we can reach out when that’s available.

  8. Using ‘Import Subscribers’ and ‘WordPress Users’ as the Contact Source, FluentCRM only imports very basic info of the ‘WordPress Users’ ignoring any custom user fields that I created using ACF.

    Is it possible for FluentCRM to link up with the custom user fields in ‘WordPress Users’ so that when I update the custom user fields in ‘WordPress Users’, the corresponding fields in FluentCRM will also be updated?

    Thank you.

    1. Hi Addy, I haven’t tried this before but you can try:
      1. enabling the WordPress user sync option in general settings.
      2. setting up a WordPress new user sign up trigger
      3. adding an updated contact property and mapping the data.

  9. Hi,
    I have spent the afternoon trying to import a few hundred contacts from different csv files. Sometimes I succeed getting some contacts into fcrm, some won’t be imported though. I have cleaned my data inside notepad++. I may have a success message displayed but no contacts imported and no skipped or failed imports. Do you have a log of what’s going on under the hood? No idea why it does not work seamlessly.
    The whole process could be improved.

    1. Hi Christophe,
      This doesn’t usually happen. Would you please submit a support ticket so that our technical experts can take a look?

  10. I have around ten people in my marketing team. I have created a website and installed CRM in it. Now I have imported 100 contacts but I want to create a separate environment for every marketing people. I have created an account for every marketing people but the contacts that I have uploaded are seen by them also. Is there any way that for every new user, the environment will be different so that the contacts added by that user will not be shown to any other user in WordPress?

  11. Hi,

    I have uploaded my MailChimp contacts, but the contact column is looking a bit weird. I do not see the “name” and “Email” column. The import went good and I selected the right columns from the csv file as shown in this article.
    Could you help me.

    1. Did you try again? Please contact our support if this continues. I think something is causing a conflict.

  12. I am looking for one too! The online help is very random and there is no path I have found for initial setup.
    Love the potential so far….obviously brilliant developers….but are there any documentation people?

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