- Select either the Companies or Campaigns node in the CM navigation tree.
- Open a company or campaign either by searching or expanding a company/campaign name in the navigation tree.
- Click the “Importing” option.
- Select the “Add a new import” link.
- Select the type of file you would like to import via the Import Type dropdown.
- Select the First Row Header field if your tab delimited file contains a header row.
- Complete any sorting or filtering options.
- Browse to locate the file and then click the “Save/Update” link.
Note: Make sure the Excel is closed. The import will not process if this program is open.