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Import List from Keap / Infusionsoft

Note: Keap's user interface may have changed from the time we wrote this manual. If you see something different, email with screenshots and we’ll be super grateful!

If you're looking to export your contacts from Keap and import them into Simplero follow the easy steps below.

  1. Log in to your Keap account

  2. Go to CRM and choose Contacts

  3. Check Select All*
  4. Click Actions and then Export
  5. Choose the fields that you want to export
  6. Choose csv file format
  7. Choose Email a link to download de file
  8. Click Process and then OK, got it  on the pop up window
  9. This will send a file to your email
  10. Go back to Simplero and follow the steps in this guide to add subscribers by uploading a CSV file.

*If you want to only export some contacts, you can select a saved search or click on New Search to choose new criteria

That's all! 

You'll receive an email notification to confirm the import was successful. 

Now go have fun reaching out to your subscribers!