The content on this page describes the experience in the latest version of Marketing Campaigns. If you’re using the legacy version of Marketing Campaigns, your experience may be different. To explore Marketing Campaigns plans and upgrade, click here.
You can add contacts to your contact database by uploading a CSV into Marketing Campaigns. If you have your contacts in a spreadsheet, save that sheet as a CSV file using a spreadsheet application like Microsoft Excel or Google Sheets. You can also export your contacts from most database systems as a CSV file.
Follow the rules below when formatting a CSV to upload into Marketing Campaigns. Click here to download a sample CSV like the one shown below:
Your CSV should contain the following information about each contact:
In addition to
last_name, there are also several other reserved fields such as
zipcode. You can also include custom fields with additional identifying information for each contact in the CSV. For example, you could specify
age as the custom fields. The data in the custom fields are critical for both segmentation and content personalization.
The first row of your CSV must be a header row containing labels identifying each column. Headers should only use letters, numbers, and underscores. Header fields can be blank in your CSV, but must be named and have their type defined later during the upload process.
You cannot use spaces, dashes, or other special characters, except for underscores in a CSV.
If you add custom field data to your CSV, you can save some time when uploading by naming the columns the same as the custom fields you have previously defined.
SendGrid identifies individual contacts by their email address, so one of the CSV headers must be
If your contacts list has non-English characters, please make sure that you are UTF-8 encoding your CSV file.
SendGrid removes duplicate and invalid email addresses including email addresses with any special characters except for underscores from your list during upload, so the number of contacts can potentially change between your CSV and your Marketing Campaigns list.
Format your text fields so that there are no strings of numbers that appear like phone numbers, zip codes, and so on. They should not contain punctuation characters like a dash, underscore, parenthesis, or multiple dots.
- US Zip Code: 80202-1713 - Phone numbers: "(555) 555-5555" or "555.555.5555" - Monetary Values with the currency indicator such as $3.50 or €5.73
Properly format any dates in your CSV. If you create your CSV with Excel and it is not displaying correctly, change the date format to display appropriately before exporting to CSV. Use one of the following date formats:
MM/DD/YYYY, MM/D/YYYY, M/D/YYYY, or M/DD/YYYY.
Below are a few errors you may encounter when uploading a CSV to Marketing Campaigns, along with tips to correct the root issue.
We were unable to detect an email column in the CSV file headers. The email column must always have a header of "email".
Some of your custom fields have not been selected.
Each custom field can only be applied to a column once. Please check your columns and try again.
last_namefields. You cannot edit these field names as they are reserved.
We were unable to detect any headers in your CSV file.
Float type conversion error.
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