How to import contacts into Sphere

You would like to import a file of contact records to be added to the Sphere database.

Please note: Importing contacts through this solution will not show through Contacts > Database Management > Contact Lists. To add this list to a Contact List within Contacts > Database Management > Contact Lists refer to How to create a contact list in Sphere (BB722447) after following the steps in this article.
  1. Go to Contacts > Database Management > Manage Contacts > Import Contact
  2. Click New Import Batch
  3. Select the CSV (MS DOS version works best) to import
  4. Select Individual or Organizational records
    • For Individual contacts, Last name or email address is required
    • For Organization contacts, Company name is required
  5. Select import option based on duplicate records or ID
  6. Click Next
  7. Choose defaults (typically not used for Contact List)
  8. Add a Special Flag for the mailing (example: the name of the mailing or the date)
  9. Click Next
  10. Select Segment, if appropriate
  11. Click Next
  12. Mark appropriate eNewsletter choice, if applicable
  13. Click Next
  14. Name the batch
  15. Map Fields
  16. Click Import Now

Environment

 Blackbaud Sphere

Was this article helpful?