Import contacts into Kajabi

The Contacts importer tool gives you the option to upload a comma-separated value (CSV) file with multiple custom data fields, copy and paste contacts from a spreadsheet, or type info directly into the import table.

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Import file requirements overview

The Kajabi Contact Importer tool uses intelligent column mapping. In other words, Kajabi will recognize column headers in your .CSV file and then organize the data accordingly. This allows you to upload your contacts with up to 50 data fields and up to 100 tags per upload. But, in order for the intelligent mapping to do its thing, you will need to prepare your .CSV file for import.

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Prepare a CSV file with the Kajabi template

Navigate to your Contact import page and download the linked CSV template. This will provide recommended columns for you to fill out and an example row. Once you’ve filled out the template with your list, upload the file to Kajabi’s contact importer and you’ll see the columns automatically map to our required fields.

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Prepare a downloaded .CSV file from a third-party CRM for importing

For the Kajabi Contact Importer to organize your contacts’ data best, it is critical to label the column headings in the first row of the spreadsheet. For the best results, start with Email Address, followed by Name, and then the other fields you would like to retrieve. Keep in mind the maximum number of Header Fields Kajabi can import is 50.

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Prepare a blank .CSV file for importing

1. Get started by opening an existing .CSV file or a blank worksheet in a spreadsheet application like Google Sheets or Excel.
2. Create and label a column in the first row. We recommend naming the first column Email Address:

3. In the next column of the same row, create and name additional columns, such as; Name, Phone Number, and other information fields you would like to import to Kajabi:

4. Then, paste the contact information into the relevant cells in the spreadsheet:

5. Add up to 50 data fields and 100 tags.

6. Save or Download the file as a .CSV file.

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Import contacts

1. Open the Contacts tab from the Dashboard.
2. From the Contact Manager dashboard, click the + Import Contacts button or + Add Contacts to begin adding contacts to your site.
3. Then select how you would like to import your contacts:
   • Import CSV to upload multiple contacts
   • Add Single Contact to import an individual contact quickly and easily to your list

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Import a single contact

1. Navigate to your Kajabi Dashboard.
2. Go to your Contacts Page and click Add contacts.
3. Click Add Single Contact.
4. Complete the Name and Email fields.
   1. Always double-check any Email you enter for proper formatting and the correct value.
5. You may also Add a Tag to the contact for segmentation or Grant Offers to the contact.
6. Select the Subscribe to marketing emails field.
7. Click Save.

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Import CSV

1. If you choose to import a CSV, select your preferred method: Upload File or Copy/paste from file.
2. Click Upload File and select your prepared .CSV file into the file picker.

3. Or, click Copy and Paste from file and then copy and paste the rows from a prepared .CSV file into the text box.
4. Click Continue to Import Actions.

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Column mapping

The Contact Importer uses intelligent column mapping, which recognizes column headers and then organizes the data accordingly. Make sure to review and edit the columns from the .CSV file. Click the icon in the top right corner of the column to choose an Existing Field or a New Field from the Contacts tab, or Skip the column and waive the accompanying data.

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Create custom fields during the import process

If the field is not recognized, Kajabi will then prompt you to create a Custom Field. For instance, if the header is something specific such as a company name, Kajabi will ask to create a field. This field will then be recognized when importing future contacts.

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Bulk actions

• Grant an offer: Grant your imported contacts an Offer upon import.
• Add Tags: Add an existing tag to your imported contacts or create a tag on the fly.
• Subscribe to email marketing: Click the checkbox to subscribe your imported contacts to your email marketing list. Keep in mind, this could harm your deliverability if your contacts did not opt-in to your mailing list.

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Confirmation

Kajabi will send a confirmation email to the email address associated with your account once the upload is complete. This email will include:

• The total count of successfully imported contacts with both updated and created contact counts combined.
• A link to a file that explains which contacts weren’t uploaded along with the error reason.

The file of rejected contacts includes a record of rejected contacts and rows, along with an explanation of the error. What happens if there is a duplicate contact? Kajabi prevents the creation of duplicate contacts to help you keep an organized list so long as the same email address is used when added to your site. Learn more

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Automatic emails sent after import

When importing your users onto Kajabi they will be created as Contacts or as Customers. Learn more about the differences between contacts, customers, and subscribers.

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Import contacts

A user is imported as a Contact when they are added to your Kajabi list without being granted an Offer: Contacts will not receive an automatic email of any kind when you import them to your Kajabi list. Learn about the automated emails sent by your site

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Import customers

A user is imported and created as a Customer when they are granted an Offer during the import process: Customers will receive the:

• Customer Welcome Email
• As well as the Offer Grant Confirmation email

Learn more about the automated emails sent by your site.