Before you can import your contacts, an Excel file must be created according to the structure below:
Contact name and email address is mandatory, the rest of the columns are optional.
We have a ready template that you are more than welcome to use. Find the template at the bottom of the guide.
You can also create your own file with the information you find relevant. The column headline is optional.
Only have one list per file. If you want to import more than one list, you must create separate documents for every list.
- Click Contacts – LISTS
- Click IMPORT LISTS
- Choose your Excel file from your computer.
- Highlight the box if the file has column headlines, and select what software the file is created in. Click next.
- Match the fields between the column headings and the other headings in Cision.
If you have imported a list without column headlines, you will have to match the columns with the headlines in Cision. Click NEXT.
- Name the list and select into what folder it shall go into.
- The list is now imported.
Remember that all contacts that is being imported to CisionPoint is covered by GDPR regulations, which means that you as the sender needs approval in accordance with the GDPR regulations for you to handle the imported contact information. You can read about our work with GDPR here: https://gdpr.cision.se/