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Importing a CSV File into RatePoint

Log into the Business Center
Click on the ‘Contacts' button at the top of the Dashboard
Click on ‘Import'
Choose the option you want to use:

Import from an Online Service: An automated way to import all of your contacts from Gmail, Hotmail/Live.com, and Yahoo.
o Enter your login information for any of these services and your contact list will be automatically imported to RatePoint. Your login information is NOT stored
o Once logged in, the system will automatically import your addresses
o Select a group from the drop down menu or click the link to create a new group to store the contacts
o Click ‘Import' and you are done, with the option to import additional contacts

Import from Custom File: Asks you to upload a Comma Delimitated Text File or *.CSV file
o This method works to upload the *.CSV file created by most email clients as well as some of the *.txt files created by clients that may not support *.CSV export
o Click ‘Browse' and locate your CSV/TXT file. Select the file and click ‘Open'
o Click ‘Import'
o Select which fields you would like to import. When exporting the file, you had the option to select which fields to export, and you should import the same fields. The only necessary fields are ‘First Name', ‘Last Name', and ‘Email'
o Click ‘Submit'
o Select a group from the drop down menu or click the link to create a new group to store the contacts
o Click ‘Import' and you are done, with the option to import additional contacts

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