List Management - How do I set up a CSV file to use with Bananatag?

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Bananatag’s List Management features can be used by uploading CSV files containing the data you’d like to import and use to create lists in Bananatag.

This article will explain how to create a CSV file. You can also download a sample CSV file to use as a starting point inside your Bananatag account, on the CSV Import page (app.bananatag.com/contacts/import/csv).

 

Creating a CSV file with Excel or Google Sheets

In a new spreadsheet file, a CSV can be created by adding headings in the first row, and populating the rows below with any number of records:

Once formatted, use File and Save As to save the file as a Comma Separated Values (.csv) file.

 

Creating a CSV file with a Text Editor

CSV files can also be created in any text editor, and many existing systems will allow you to export your data in a CSV file automatically.

To create a CSV file manually, open Notepad, TextEdit or a similar text editor and structure your data as follows:

  • Use the first line of the file for your column headers and separate each with a comma (i.e. first, last, email, location, etc.)
  • Add one record per line below, with attributes separated with commas (i.e. James, Wilson, jugil@deco.io, San Francisco, etc.)
  • Add as many records and details as needed

Once formatted, use File and Save As to save the file as a Comma Separated Values (.csv) file.

 

Curious in learning more about List Management? Contact your account manager or sales@bananatag.com for more information.

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