Frequently Asked Question

Ultimate Guide to Importing Contacts via CSV with MailerRocket
Last Updated 24 days ago

image


Building and maintaining a clean, well-segmented email list is essential for successful email marketing. A CSV (Comma‑Separated Values) import is one of the most efficient methods — it allows bulk uploads, custom mapping, and smart filtering. In this comprehensive guide, you'll learn how to:

  1. Properly format your CSV file

  2. Use Mailer Rocket’s CSV import feature

  3. Troubleshoot common CSV issues

  4. Implement best practices for list health and segmentation

Ready to elevate your email marketing? Let’s dive in.

1. What is a CSV File—and Why Use It?

A CSV is a simple, text-based spreadsheet format where each line corresponds to a record, and commas separate fields. You can export it from tools like Excel, Google Sheets, or CRM platforms, making it a universal and accessible format.

Why choose CSV for import?

  • Bulk management: Upload thousands of contacts at once

  • Custom fields: Map data like city, tags, preferences, etc.

  • Flexibility: Import into any ESP or CRM system

Mailer Rocket supports CSV import as a standard, user-friendly method to add new or update existing contacts—complete with field mapping and duplicate checking 

2. Preparing Your CSV File

A well-prepared CSV ensures a smooth import and clean dataset. Follow these steps:

a. Use Proper Formatting & Encoding

  • UTF-8 encoding prevents character corruption—crucial for international data

  • Keep no extra sheets—everything should be in one table

  • Avoid blank rows and trailing spaces around values

b. Clean & Segment Contacts

  • Remove duplicates, manually or with dedupe tools

  • Check for invalid emails (e.g., missing "@")

  • Consider tagging columns—like “newsletter”, “VIP”, or custom interest labels

c. Set Column Headers

These will be mapped during Mailer Rocket import for seamless integration.

3. Step-by-Step: CSV Import in Mailer Rocket

Mailer Rocket’s CSV import tool is built for simplicity and efficiency. Here's a detailed walkthrough:

Step 1: Access the Import Tool

  • Log in at MailerRocket.com

  • Navigate to Contacts > Import and select “Import from CSV”

Step 2: Upload the CSV

  • Drag & drop or browse to select the file

Step 3: Map Your Fields

A visual interface prompts you to map each CSV column to your MailerRocket fields:

CSV ColumnMap To
EmailEmail (required)
First NameFirst Name
CityCustom Field
TagsTags
  • Skip any unnecessary columns

  • Create new custom fields as needed

Step 4: Import & Validate

  • Click “Import” after mapping

  • Mailer Rocket processes the file, removes duplicates, and flags invalid or banned addresses.

You’ll receive a report detailing:

  • Number of contacts added

  • Duplicates skipped

  • Errors and invalid entries logged

Step 5: Post-Import Actions

  • Contacts are tagged and segmented based on your CSV

  • Confirm import fields and run a short welcome or onboarding automation

4. Common CSV Import Issues & Solutions

Despite best efforts, errors can occur—here are common pitfalls and how to resolve them:

✖ Encoding Errors

Non-English characters may break formatting. Save your file in UTF-8 encoding and re-upload 

✖ Misaligned Columns

If headers don’t map correctly, set the correct field or mark the column as “Skip.”

✖ Invalid or Role‑Based Emails

MailerRocket—like most ESPs—will block addresses like admin@company.com or invalid formats “abc@”. Those entries will be flagged in the import log

✖ Duplicate Contacts

Duplicates are automatically removed—only the latest or most complete entry is kept

✖ Missing Required Fields

Ensure the Email column is present and correctly labeled; otherwise, validate before uploading.

5. Best Practices for Clean, Engaged Lists

CSV import is powerful, but responsible list management ensures stronger engagement:

- Use Opt-In

Confirm that all imported contacts have explicitly opted-in. CSV import doesn't manage opt-in—so compliance (e.g., GDPR) relies on your process.

- Tag During Import

Leverage tags like newsletter, VIP, or webinar2025 for post-import segmentation and automation.

- Verify Email Health

Clean lists reduce bounce rates. Tools like MailerRocket’s integration for validation help protect sender reputation.

- Automate Follow-Ups

Use MailerRocket's workflows to trigger welcome series for newly imported CSV contacts.

- Maintain Regular Hygiene

Re-import CSVs periodically (e.g., monthly) to update outdated information and remove inactive users.

6. Why Mailer Rocket Makes CSV Import Easy

MailerRocket simplifies CSV imports with:

  • Intuitive UI: Easy drag‑and‑drop and field mapping

  • Smart hygiene: Auto‑dedupe, invalid email detection, and banned-address filtering.

  • Automation integration: Imported contacts can trigger workflows

  • Comprehensive logs: Clear import summary with results and errors

In fact, Mailer Rocket’s blog highlights that the platform provides clear CSV formatting instructions and ensures a smooth import experience.

Conclusion

Importing contacts via CSV is a versatile, powerful tool that fuels your email marketing—when done right. With MailerRocket.com, the process is efficient and built for success:

  • Flexible field mapping and real-time validation

  • Automated hygiene like duplicates and invalid emails

  • Full integration with tagging and workflows

By following this guide, you’ll be able to build and segment your audience effectively, maintain list integrity, and launch targeted campaigns seamlessly.


Please Wait!

Please wait... it will take a second!