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Importing contacts using a CSV

Importing a CSV into Hive is useful for account migration, or updating your contact list.

Written by Mark

Bulk importing contacts into Hive requires a CSV file (comma-separated values). CSVs store data in a table format and can be exported from most email platforms, Excel, or Google Sheets.


Step 1: Start a CSV import

  1. In Hive, go to Contacts → CSV Import.

  2. You’ll see a list of your past imports. From here, you can:

    • Upload a new CSV

    • Add a contact manually

    • Review your connected data sources

  3. To upload, click Upload New CSV File (top right or left sidebar).


Step 2: Upload your CSV file

  • Drag your CSV into the Upload CSV File field, or click the field to select from your computer.

  • (Optional) Add an Import Title to help organize your uploads. You can later filter your Contact List by import title.

  • Click Continue.


Step 3: Choose columns to import

  1. Confirm whether your file has headers. By default, Hive selects First row in CSV is a header row. Uncheck if your file doesn’t include column names.

  2. Assign a Field Name to each column. Options include:

    • User personal details

    • User location data

    • Purchase information (e-commerce)

    • Ticket purchase information (event ticketing)

    • Advanced options (custom user properties)

    • Other

Click Continue when you’re finished mapping columns.


Step 4: Add contacts to segments

  • In Select a segment, type the name of an existing segment or create a new one.

  • You can add contacts to multiple segments during import.

  • Click Continue when finished.


Step 5: Confirm and import

On the final page, review:

  • Internal title

  • Number and type of columns

  • Number and names of selected segments

Before importing, check the Opt-in Compliance box to confirm invalid email addresses have been removed.

  • If your file contains phone numbers, you’ll also need to check the SMS Opt-In box to confirm consent for SMS marketing.

Click Continue to start the import.

Notes:

  • Imports can take up to 30 minutes to sync.

  • Imported data is visible to admins only.

  • If your import fails, see: Why did my CSV import fail?.


Updating existing contacts

Hive uses email addresses as the unique identifier for contacts.

  • If your CSV includes existing contacts with the same email, Hive updates the profile with any new information.

  • If the email address is different, Hive will create a new contact instead.

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