Adding Contacts from Excel Lists to InterAction+ Working Lists

When you have a mailing list in an Excel® workbook, you can use InterAction 365 to check whether the contacts in the list are already in InterAction+. And from that Excel workbook, you can add InterAction+ contacts to a new InterAction+ working list.

To add Contacts from Excel lists to InterAction+ Working Lists:

1. Open the mailing list in Excel. Ensure that you also have logged in to IA 365.

2. Map the fields as described in Mapping Data from Excel.

   Once you run the mapping, IA 365 reports on how many contacts from the worksheet are already contacts in InterAction+.

3. Select the option to Convert results to table. This creates a new table in Excel with the output results rather than adding columns to the existing worksheet.
4. Filter the results, selecting only the contacts who are identified as single/individual person contacts already in InterAction+.
5. In the IA 365 pane, select the Create new working list button. IA 365 now provides fields for a working list name and type.
6. Enter the working list name and working list type.

7. Click the Add to List button. The selected contacts have been added to a new working list.

   You can go directly to the new working list in InterAction+ by clicking on the link provided in IA 365.