Importing customers

Import customer and contact data into Sailia using CSV files.

You can import customer and contact data into Sailia using CSV files. This is useful when migrating from another system, adding a batch of contacts to your marketing audience, or bulk-importing membership records.

Import contacts

1. Prepare your CSV file

   Create a CSV file with your customer data. Include columns for name and email address at a minimum.

2. Open the import tool

   Navigate to the section where you want to import data (for example, the audience section for marketing contacts or the membership section for bulk member imports).

3. Upload the file

   Select your CSV file and upload it. Sailia maps the columns to the relevant fields.

4. Review and confirm

   Review the import preview to verify the data looks correct before confirming.

What you can import

Data type	Where to import	Notes
Marketing contacts	Audience section	Adds contacts to your newsletter and campaign audience
Membership records	Memberships section	Bulk-import members with plan ID, billing dates, member numbers, add-ons, and notes

Important notes

Importing contacts through a CSV upload does not resubscribe contacts who have previously unsubscribed from your marketing communications. Their unsubscribe preference is preserved.

• Duplicate handling — if a contact with the same email address already exists, the import updates their record rather than creating a duplicate
• Email validation — rows with invalid email addresses are skipped during import
• Encoding — save your CSV file with UTF-8 encoding to avoid issues with special characters

Related guides

Marketing and audience

Manage your audience and grow your subscriber list.

Memberships

Set up membership plans and manage members.

Customer management

View and manage customer profiles.