Save the original
Keep the delivered CSV and Excel files with the order number. Make a working copy before editing, deleting columns or preparing an import.
Match the columns
Map the business email, company name and available contact fields to the right fields in your tool. Import phone numbers and ZIP codes as text when possible to preserve formatting and leading zeros.
Check a few rows
Use your tool’s import preview or a small test segment first. If a CSV opens in one column, check the delimiter and encoding settings. Confirm that addresses and phone numbers remain readable.
Apply your exclusions
Compare the file with your existing contacts and suppression list. A successful import does not mean a sending platform permits purchased contact data; check its policy before sending.