Import Subscribers or Users

It’s easy to import subscribers, contacts, or users into CalendarWiz. Import your email list from another application in minutes.  Learn the difference between CalendarWiz Users and Subscribers.

Step 1:  If you have your subscribers or contacts in another application, export  your list as a CSV file.  You can open the .csv file with MS Excel or another spreadsheet application.

Step 2:  Go to your CalendarWiz  Admin Menu > Users & Subscribers > Import tab >  click  “Download Sample Import file” for either subscribers or user.

 

import-user-subscribers-tab

 


 

Step 3:   Here are the accepted column heading names in CalendarWiz.   Email, First Name, and Last Name are the only required fields for import.

Allowed Column Headings
Email
Prefix
First Name
Middle Name
Last Name
Suffix
Title
Street 1
Street 2
City
State or Province
Zip or Postal Code
Country
Home Phone
Work Phone
Cell Phone
Fax Phone
Group (One email group per subscriber on import)

 

 


 

Step 4:   Prepare your import file in MS Excel or other spreadsheet application.  Insert the above column heading names into your  file.  For example, if your file’s column heading was “surname” you’ll replace it with the column heading “Last Name.”

 

 


 

Step 5:   After you’ve edited your column headings, be sure to save changes with the Save As option and keep the file type as CSV (Comma delimited).   Save as a NEW file name to maintain a copy of your original file.

save-as-csv

 


 

Step 6:   Return to the CalendarWiz import screen.  Select if you are importing “Users” or “Subscribers.”  Click the [Choose File] button and then locate the .csv file you just prepared.  Next, click the green [Import] button.

 

choose-file-users-subscribers

 


 

Step 7:  Confirm the Import.  Here you’ll be able to review your list as well as any import issues.

 

import-confirm-subscribers

 


 

Step 8: Pertains to User Imports only.  Choose to invite users to create a  password NOW or LATER.  If you have not yet completed your calendar setup, we’d suggest sending the invite later when your setup is complete.

invite-users-to-create-password

 

You can invite imported users to create their password at any time via:  Users & Subscribers > Pending Users tab > click [Invite All Users]

 

If you encounter any issues at all, email us at support@calendarwiz.com – we’re here to help.  Feel free to attach your import file so we can take a look.