How to Import and Export Contacts to and from Your Media List

How to Import and Export Contacts to and from Your Media List

Whether you’re adding a new media list or updating an existing one, the guide walks you through the process of uploading CSV files, verifying contact details, and finalizing the import. It also covers the simple steps to export your media list, ensuring your workflow remains seamless and organized. 

Watch our video guide for a clear, step-by-step explanation:

 

Creating a Media List

  1. Use the sample template
    Start by using this sample CSV file as a reference for the correct format: Sample CSV Media List

  2. Or duplicate the Google Sheets template
    If you prefer working in a spreadsheet, duplicate this template: Sample Google Sheets Media List
    1. Add your contacts
      Fill in the spreadsheet with your journalist or contact details, following the same column structure as the template.
    2. Download the file as a CSV
      1. Click File
      2. Select Download
      3. Choose Comma Separated Values (.csv)

  3. Upload the CSV to Propel
    Once downloaded, follow the instructions below to upload the CSV file and create your media list.

To Import Contacts

  1. Select the Pitching Initiative: Navigate to the specific Pitching Initiative where you want to add contacts.


  2. Choose the Import Method:
    1. Click the button labeled Import Contacts from CSV if it's a new media list and it's empty, or


    2. Click Add Contact and select Import Contacts from CSV from the dropdown menu to add contacts to an already existing media list.


  3. Upload Your CSV File:
    1. Click Browse Files and locate the CSV file containing your media list.


    2. Ensure your file is in the correct format.

  4. Verify Contact Details:
    1. Review the contacts and details to confirm they are correct.
    2. If the first row in your CSV file is a header, check the File has headers option.


  5. Add Contacts: Click Add Contacts to Media List to complete the import process.

To Export Contacts

  1. Open the Media List: Make sure you’ve opened the media list you wish to export. 


  2. Click the Export button: Once you’re in, look towards the top right corner of your screen and click on the Export button.


And that’s it! Your media list will be automatically downloaded in CSV format.