How to Import Subscribers

If you are moving subscribers from another platform into Recrevio, you can import them directly into an email list using a CSV file.

A subscriber is a contact who has opted in to receive marketing emails. Only import people as subscribers if you have permission to send them marketing emails.

If you simply want to add people to your CRM without subscribing them to email marketing, use the Contacts import instead.

You can use our sample file as a reference when preparing your import:

Download Recrevio Import Sample

The same sample file can be used for importing contacts, subscribers and members. You only need to include the columns relevant to your import.

What Is Required?

The only required field is:

• Email

Recrevio uses the email address as the unique identifier for contacts.

All other fields are optional.

A very simple subscriber import can therefore contain only:

You can add Name, Phone, Tags, custom properties and other information if you have it.

Step 1: Export Your Subscribers

From your current platform, export the subscribers you want to move into Recrevio as a CSV file.

Before importing them, make sure these contacts have actually opted in to receive marketing emails.

Do not import general CRM contacts, leads or customers as subscribers unless you have the appropriate permission to email them.

Step 2: Prepare the CSV File

We recommend opening the file in Google Sheets or Excel before importing it.

This makes it easier to:

• remove empty rows
• remove duplicates
• check email addresses
• correct phone and date formats
• combine first and last names
• format multi-value fields
• verify custom properties

If a CSV exported from another system behaves unexpectedly, opening it in Google Sheets and downloading it again as a CSV can also resolve file-formatting or encoding issues.

Field and Property Formats

Each column in your CSV can be mapped to a standard Recrevio contact field or a custom property.

For best results, use the formats below.

Email

Use one valid email address per cell.

Example:

bianca@biancacarter.com

Email is the unique identifier used to determine whether Recrevio should create a new contact or update an existing one.

Name

Recrevio uses one combined Name field.

Example:

Bianca Carter

If your previous platform exports First Name and Last Name separately, combine them into one column before importing.

Recrevio splits the name at the first space.

Phone

Use a phone number without spaces, hyphens, parentheses or other text.

Preferably include the country code.

Example:

+46701002030

Phone fields containing letters or incompatible formatting may prevent the data from being imported correctly.

Number

Use numeric values only.

Examples:

3

2500

12.5

Do not include units or currency symbols.

Use:

2500

rather than:

2500 SEK

True or False

Boolean properties should use:

TRUE

or

FALSE

Examples:

TRUE

FALSE

This can be used for custom True/False properties and compatible standard fields.

Date

Use:

DD/MM/YYYY

Example:

29/09/2026

Another example:

01/07/2026

Use the same date format consistently throughout the column.

One Line of Text

Use normal text.

Examples:

Bianca Carter Inc.

Stockholm

For URLs, include the full URL:

https://biancacarter.com

List

A List custom property contains predefined options.

For example, a property called Business Type could contain:

• Coach
• Consultant
• Course Creator
• Therapist
• Agency

The CSV value should match one of those predefined options.

Example:

Coach

A List property stores one selected option for each contact.

Tags

Multiple tags should be entered in one cell, separated by commas.

Example:

Tag 1,Tag 2,Tag 3

Imported tags are added to the contact's existing tags rather than replacing them.

Member Groups

Member Groups are also comma-separated.

Example:

Program,Membership

This field is primarily relevant when importing or creating members.

It can safely be left out when importing ordinary subscribers.

Address Fields

Address data is imported into separate columns.

Example:

For Country, use the two-letter country code where possible.

Examples:

SE

NO

DK

US

UTM Fields

You can retain attribution information such as:

• UTM Source
• UTM Medium
• UTM Campaign
• UTM Term
• UTM Content

Example:

These values are imported as text.

Custom Properties

If your CSV contains information that does not have a standard Recrevio field, create a matching custom property before importing.

Go to:

Contacts > Properties > Create Property

Available property types include:

• One Line of Text
• Email
• Phone
• Number
• True or False
• Date
• List

For example:

You can then map the CSV column to the custom property during import.

Step 3: Import the Subscribers

1. Go to Marketing > Lists & Subscribers
2. Click Add Subscribers > Import
3. Select an existing list, or create a new list
4. Upload your CSV file
5. Match each CSV column to the corresponding Recrevio field or property
6. Skip any columns you do not want to import
7. Complete the import

The imported contacts will be added as subscribers to the selected email list.

Important: Subscribers Must Have Opted In

A contact and a subscriber are not the same thing.

Anyone can be stored as a contact in your CRM.

A subscriber is someone you are allowed to send marketing emails to.

Only use the subscriber import for contacts who have given the appropriate consent to receive your emails.

If you are importing customers, leads or other contacts who have not opted in to email marketing, import them through Contacts instead.

Importing Existing Contacts

Recrevio uses Email as the unique identifier.

If the email address already belongs to a contact in your CRM, Recrevio updates that contact rather than creating a duplicate.

Filled import fields can update existing data.

Empty imported fields do not overwrite existing values.

Tags and other supported multi-value information are added to existing values.

Fields Included in Exports That Are Not Import Properties

A Recrevio export may contain system-generated information that does not appear as a normal importable contact property.

Examples include:

• Created On
• Registered On
• Approved
• Subscribed

These fields can appear in an export even though they are not ordinary CRM properties that can be mapped back during an import.

You can leave them out of your import file.

If you want to retain historical information such as an original creation or registration date from another platform, create a custom Date property such as:

Original Registration Date

and import the historical value into that field instead.

Sample Import File

The same sample can be used for contacts, subscribers and members:

Download Recrevio Import Sample

You do not need to include every column in the sample.

For a basic subscriber import, Email may be all you need.

Simply remove or ignore fields that are not relevant to your import.