Use an Excel or CSV import when you want to add many participants at once. A clean file makes the import easier to review and reduces follow-up fixes.
Prepare the file
Use one row per participant. Include the contact details the journey needs, such as name, email address, phone number, manager information, or anchor date.
Common file checks
Keep email addresses in one column.
Avoid merged cells.
Make sure first name and last name are easy to identify.
Check spelling before import, especially in email addresses.
Review before finishing
After upload, review any warnings or skipped rows. Fix obvious mistakes before participants are added to the journey.