Bulk Upload Your Contacts

Whether you’re brand new or adding to an existing list,  bulk uploading contacts is a core feature of every Happy Grasshopper account. With the right spreadsheet setup, you can get your database organized and ready to message in minutes.

🗂 Step 1: Prepare Your Spreadsheet

Before uploading, make sure your spreadsheet is:

• Properly formatted with one piece of info per column
• Saved as a .CSV file

At minimum, your spreadsheet should include:

• Email address (required)
• First and last name
• Phone number (for SMS & voicemail)
• Mailing address (for handwritten cards)
• Tags and/or audience (optional but powerful)

📍 Step 2: Navigate to Bulk Upload

1. Click Contacts in the left-hand sidebar
2. On the Contacts page, click the More button (top right)
3. Select Bulk Upload

📤 Step 3: Upload Your File

1. Click to select your file from your device
2. Once uploaded, click Next Step

Happy Grasshopper will attempt to  auto-map your spreadsheet columns (e.g., email → email, phone → phone).

🧩 Step 4: Map Your Data

Use this screen to confirm or adjust the field mappings:

• Match Email, Phone, First Name, Last Name, etc.
• If uploading addresses, toggle the switch to Yes, and map:
  • Street
  • City
  • State
  • Postal Code

🏷 Optional: Add Tags or Audiences

You can define tags and audiences in two ways:

Method 1: In Your Spreadsheet

• Add a Tags column and/or Audience column
• System will apply them automatically during upload

Method 2: Manually During Upload

• Toggle “Use tags/audiences from spreadsheet?” to No
• Choose a single audience or tag manually (e.g., “Past Clients”)

💡 Tip: Use Method 1 for mixed lists. Use Method 2 for uniform lists (like “Open House Leads”).

🔁 Step 5: Configure Final Settings

These settings ensure your data stays clean and up-to-date:

✅ Your contacts will update if:

• Tags are added
• Audiences are changed
• Phone numbers are revised

  …as long as the  email address remains the same.

🚀 Step 6: Submit Your Upload

1. Click Next Step
2. Review how many contacts will be imported
3. Click Submit Upload

You’ll see your import listed at the top of the uploads list:

• Status will show as “Pending” or “Processing”
• Click the refresh icon to track progress
• Once done, your contacts will appear in your list — with tags, audiences, and editable fields

❓Troubleshooting Tips

• Double check that every contact has a valid email
• Avoid merged cells or hidden rows in your spreadsheet
• Use clear headers (e.g., “Email”, “Phone”, “Tags”, “Audience”)
• Contact us if something looks off!

🆘 Need Help?

We’re here for you. If anything goes wrong, or you just want someone to look it over:

📧 Email us at [email protected] and we’ll take care of it.

💡 Pro Tip: Once uploaded, use the Contact Sorter to quickly assign audiences to any untagged contacts!

Happy Sending!