This article gives step-by-step instructions for creating a CSV file.


"CSV" stands for "Comma Separated Values".


Here are the steps for creating a "CSV file" of your contacts for importing into the Architects Marketing Automated Email System:


  1. Create a new, blank workbook in Microsoft Excel or Apple Numbers
  2. In the first row of the workbook, but the field names you will be using for your contact records (note that at minimum, each contact record needs to contain an email address).



  3. Next, populate the following rows with your contacts' information. Put each contact on a separate row. If you are missing some information for a contact, leave the cell blank:



  4. Lastly, save the file as a "CSV" format file.



  5. Now you are ready to import this CSV following the instructions in this article: How To Import Contacts Into The Architects Marketing Automated Email System.