If you're moving from another email marketing system into Funnel Breezy, you may want to import your existing contacts into the platform. This can be done easily by using a CSV file.

Below this video training, you will find the walkthroughs from various other email service providers that will help you to export your contacts from them.

How to Export Contacts and Import Them into Funnel Breezy: A Step-by-Step Guide

Exporting Contacts:

1. Find your platform's export instructions: Refer to the lesson description below this video for links to instructions specific to popular email marketing platforms. If yours isn't listed, you can usually find export instructions with a quick Google search.

2. Choose the information to export: During the export process, you'll typically be able to select the specific data you want to bring over to Funnel Breezy. We recommend including at least:

   • First Name

   • Last Name

   • Email Address

   • Phone Number (if available)

   • Tags (also known as groups or segments in other platforms)

3. Export as CSV: Make sure to save your exported contacts as a CSV file (".csv").

Importing Contacts into Funnel Breezy:

1. Go to Contacts in Funnel Breezy: Click on "Contacts" in the Funnel Breezy navigation menu.

2. Import Contacts: Click the "Import Contacts" button.

3. Drag and Drop the CSV File: Drag and drop your saved CSV file into the designated area.

4. Map the Information: Match the data in your CSV file to the corresponding fields in Funnel Breezy.
   Here's what to keep in mind:

   • Tags: If your tags are separated by commas in your CSV, Funnel Breezy will recognize each comma as a separate tag. New tags will be created in Funnel Breezy if they don't already exist.

   • Unnecessary Columns: You can remove unnecessary columns from your CSV file before importing.

   • Mapping Errors: If Funnel Breezy can't match a data point in your CSV, it will be marked with a red X. You can either choose how to map it or decide to skip importing that specific field entirely.

5. Review and Name Your Import: Ensure all data is mapped correctly, then name your import for easy reference.

6. Test and Submit: Click "Test" to preview the import, then click "Submit" to complete the process.

7. Verify the Import: Go back to the "Contacts" page to see your imported contacts. You can also view their tags and other information.

Walkthroughs of how to export from specific email providers below: 

ConvertKit

FloDesk

ActiveCampaign

Mailerlite

Mailchimp

Kajabi