Step 1: Prepare Your Spreadsheet

Before uploading, make sure your spreadsheet is:

Your spreadsheet should include:

Step 2: Bulk Upload

Click Contacts in the left-hand sidebar, then select Bulk Upload. Choose your file from your device, then click Next Step once it’s uploaded. Happy Grasshopper will automatically attempt to map your spreadsheet columns (for example, matching email to email and phone to phone).

Step 3: Map Your Data

Make sure Email, Phone, First Name, Last Name, and any other relevant fields are correctly matched. If you’re uploading addresses, map the appropriate columns for Street, City, State, and Postal Code.

Step 4: Add Tags or Audiences

You can define tags and audiences in two ways:

In Your Spreadsheet

Manually During Upload

Step 5: Configure Final Settings

These settings help keep your data clean and up to date.

By default, Uppercase Names is set to Yes, which automatically capitalizes the first and last names of your contacts.

Update Existing Records is also set to Yes, meaning the system will edit and update information for contacts that already exist in your database when there’s an email match.

Unsubscribe Contacts is set to No by default and should only be turned on if you’re uploading a list of contacts who have specifically unsubscribed.

Your contacts will automatically update whenever tags are added, audiences are changed, or phone numbers are revised—as long as the email address remains the same.

Step 6: Submit Your Upload

Click Next Step, then review how many contacts will be imported before selecting Submit Upload. Once submitted, your import will appear at the top of the uploads list, where the status will show as “Pending” or “Processing.” When the upload is complete, your contacts will appear in your list with their tags, audiences, and editable fields in place.

All set!

Make that every contact has a valid email address and make sure your spreadsheet doesn’t contain merged cells or hidden rows. Use clear, simple headers such as “Email,” “Phone,” “Tags,” and “Audience” to ensure everything maps correctly. And if anything looks off, don’t hesitate to contact us for help.