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πŸ‘₯ Contacts & CRM

How to import or export a contact list

πŸ“… Last updated: June 2026
⏱ 8 min read
βœ… Import/export contacts

In this article, you will learn how to import or export a contact file in SystemeScale.

You can import a contact list from a CSV file, assign tags during import, subscribe contacts to a campaign, map each column to the correct contact field, and export selected contacts from your CRM contact list.

What you need before you start

  • A SystemeScale account
  • An email list saved in CSV format
  • Explicit consent from the contacts you plan to import
⚠️
Only import contacts who gave consent
The list of contacts you import must only contain email addresses of people who have given explicit consent to receive your emails.

Importing an email list

Before importing contacts, make sure your contact list is saved in CSV format.

If your list is in Excel or another spreadsheet format, convert it to CSV first.

1
Open your contact list file
Open the spreadsheet or contact list file in Excel or your preferred spreadsheet tool.
2
Choose Save as
Click File, then choose Save as.
3
Select CSV format
Select CSV format and choose the desired separator, such as comma.
4
Save the CSV file
Click Save to finalize the CSV file before importing it into SystemeScale.

Import the CSV file into SystemeScale

Once your file has been saved in CSV format, log in to your SystemeScale account to import the contacts.

1
Open Contacts
Go to CRM β†’ Contacts.
2
Click Import contacts
Click Import contacts to open the import screen.
3
Select the CSV delimiter
Choose the delimiter used in your CSV file: comma, semicolon, or pipe.
4
Upload the CSV file
Click the upload box labeled Click to select the CSV file that contains your contacts, then select your file.

Assign tags during import

During the import process, you can select a tag to assign to the imported contacts.

This helps you organize imported contacts immediately, segment them later, and trigger automation based on the assigned tag.

🏷️
Use tags to organize imports
Create or select a clear tag for each import, such as β€œJune Webinar Leads” or β€œImported Customers,” so you can identify the contact source later.
🏷️
Need to create a tag first?
Create tags before importing if you want to organize contacts immediately during the import process.
Create a Tag β†’

Subscribe contacts to a campaign during import

You can also subscribe imported contacts to a campaign during the import process.

This is useful when you want imported contacts to immediately begin receiving a specific email sequence.

πŸ“§
Use campaign subscription carefully
Only subscribe imported contacts to campaigns if they gave explicit consent to receive those emails.
πŸ“¨
Import contacts into a campaign
Learn how to subscribe contacts to a campaign while importing a contact list.
Read Campaign Import Guide β†’

Select column data

After clicking Next, a popup appears where you choose the data type for each column in your CSV file.

For example, you can map columns to fields such as:

  • Email
  • First name
  • Last name
  • Phone number
  • Other relevant contact fields from your file

After mapping the columns, click Import to begin the import process.

πŸ“Œ
Email mapping is important
Make sure the column containing email addresses is mapped correctly, because email addresses are the main identifier for imported contacts.

Exporting an email list

You can export selected contacts from the Contacts list.

To export contacts, go to the CRM tab, then click Contacts to display your contact list.

1
Open Contacts
Go to CRM β†’ Contacts.
2
Select contacts
Select the contacts you want to export.
3
Open More actions
Click More actions.
4
Click Export
From the action list, click Export.

Where the exported file is sent

After clicking Export, SystemeScale generates a CSV file containing the selected contacts.

The generated CSV file is sent to the email address associated with your SystemeScale account.

πŸ“©
Check your account email
The export file is delivered by email, so check the mailbox connected to your SystemeScale account after requesting the export.

Import and export best practices

  • Use CSV format for imports.
  • Choose the correct delimiter: comma, semicolon, or pipe.
  • Only import contacts who gave explicit permission to receive your emails.
  • Use tags to label imported contacts by source or campaign.
  • Map every column carefully before clicking Import.
  • Check your account email after exporting contacts.

Related contact management guides

Use the related guides below if you need to create tags, tag contacts automatically, add contacts manually, subscribe imported contacts to a campaign, or export UTM-related contact data.

πŸ“
Need to export UTM data too?
Use the UTM tracking guide if you want captured UTM parameters to appear in exported contact data.
Read UTM Export Guide β†’
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πŸ“„Contacts & CRM help articlesβ†’πŸ“„How to create a tagβ†’πŸ“„How to automatically and manually add tags to your contactsβ†’πŸ“„How to add a contact manuallyβ†’πŸ“„How to subscribe contacts to a campaign when importing a contact listβ†’πŸ“„How to delete multiple contactsβ†’πŸ“„How to set up UTM tracking in SystemeScaleβ†’