If your CRM is not yet supported by Better Email, or if you prefer to manage contacts independently, you can upload your contacts using a CSV file.
How CSV Upload Works
Better Email's CSV upload is designed to be flexible and easy to use. The system automatically processes any file that contains email addresses.
Requirements
The only required field is:
Email address
Optional fields include:
First Name
Last Name
Tags (for segmentation)
Phone Number
Any custom fields you want to track
Upload Steps
Go to Contacts in Better Email
Click on CSV Contacts tab
Click Upload New CSV
Select your CSV file
The system will automatically process and import your contacts
File Format Tips
No strict format required - If your file contains emails, the system will process it
Use standard CSV format (comma-separated values)
Include column headers in the first row
Email addresses should be in a column labeled "Email" or "email"
Download Sample CSV
Not sure how to format your file? Click "Download Sample CSV" in the CSV Contacts section to see an example format.
Using Tags for Segmentation
To segment your contacts for targeted sends:
Include a "Tags" column in your CSV
Add tag names (e.g., "VIP", "Past Clients", "Sphere")
Contacts will be imported with these tags
Use these tags when selecting audiences for broadcasts or automations
Need Help?
If you encounter any issues uploading your CSV:
Email us at [email protected]
We're happy to help troubleshoot or process your file for you
Updating Contacts
To update existing contacts or add new ones:
Upload a new CSV file
The system will merge updates based on email addresses
Existing contacts will be updated, new ones will be added
Note: While CSV upload is convenient, connecting your CRM provides automatic syncing and keeps your database up to date without manual uploads.