Importing Contacts Into A Gallery

If you have a CSV file containing contacts, you can import them directly into your Gallery's contact table by utilizing the import CSV feature.

1. In your Zenfolio account go to Galleries.
2. Navigate to the desired Gallery.
3. Select Settings.
4. Access the Contacts tab.
5. Click on the text labeled Import CSV.
   • This action will launch the Import Contacts Modal.
6. Select your CSV file by utilizing the browse option, or alternatively, drag and drop your file into the designated drop zone.

CSV File Format:

• File Type: Please ensure that you are utilizing a CSV file. Other file formats such as .txt, .numbers (Apple Numbers), or Excel files will not be compatible.
• Columns: At present, the import process will only capture names and email addresses. There is no need to remove additional columns, as they will be disregarded.
• Required Column: The sole required column in your CSV file is the email column, which must contain at least one email address.

CSV Headers:

• If your CSV file includes headers, which we recommend, make sure to keep the option "My CSV file has headers" selected.
• If your file does not have headers, select the other option.

To make the import process easier, we recommend using column headers with the following labels:

• Email
• First Name
• Last Name

If you have the first and last name in a single column, you can use a single Name column instead.

Handling Existing Contacts:

If you are importing contacts into a gallery that already has contacts, you will see two options at the bottom of the modal:

• Append the import: This will add the new contacts to the existing ones.
• Overwrite existing contacts: This will replace the current gallery contacts with the new import.

Be sure to choose the appropriate action for your needs.

Matching Your Data:

Once you have selected your CSV file and chosen the appropriate options, click the orange Next button.

On the Data Matching Screen, you'll see:

• CSV Header column: Displays the first row of your CSV file headers.
• Preview column: Shows a preview of the next row of data.
• Zenfolio Header Match column: Aligns your data with the appropriate Zenfolio contact headers. If you used the recommended headers (email, first name, last name), Zenfolio will likely auto-match the data for you.

The email column is the only required field. Any unmatched columns will be ignored, and only names and emails are supported at this time.

Contact Roles:

Once your data is matched, click Import As. Here, you can choose which role to import the contacts as (e.g., Client, Guest, Contacts). If you're unsure, we recommend importing them as Contacts—roles can be changed later.

Error Handling:

If your CSV file contains any errors, such as improperly formatted email addresses, you will be prompted to correct or ignore the errors before continuing.

Import Processing:

Once the import begins, depending on the number of contacts, it may take a few moments to complete.

Now that your contacts are imported, you are ready to share the gallery with them. Click here to learn about gallery sharing.