Transfer Contact Lists into Ascent360

Follow the steps below to migrate your contact lists. For security reasons, don’t email files with Personal Identifiable Information (PII).

Exporting Contacts

  1. Select Lists
    • Choose the contact lists you want to transfer (typically no more than five, e.g., one main newsletter list plus a few smaller ones).
  2. Clean Up
    • Transfer only lists that have been emailed within the past year to keep your data current.
  3. Export Files
    • Export each list as a .csv or .xlsx file.
      • Required: First Name, Email Address, Email Permission
      • Recommended: Last Name, Created Date, and any other contact data
      • Note: Email Permission may appear as Subscription Status = Yes/No
  4. Include Unsubscribes
    • Export your unsubscribed list (those with Email Permission = No).

Export Instructions

Upload Contact Lists

  • Click Upload to browse and upload files.

Dropping files in File Management does not automatically load the information contained within to your Ascent360 Database. After dropping a file to be loaded, please create a data load request.

Once we've completed your data load request, you'll be notified via the ticket. If you have questions, please email support@ascent360.com