Choose a new or existing target list
At Target list, create a new list or select an existing one. When adding to an existing list, check its name and record count.
At Target list, create a new list or select an existing one. When adding to an existing list, check its name and record count. Confirm that the summary shows the correct target-list name.
Before you start
- The correct source file or filter
- Permission to process contact data
Step by step
Open Data Management → Import data
Go to Data Management → Import data from the main menu. Confirm that the selected record matches the task you are about to complete.
Choose a new or existing target list
At Target list, create a new list or select an existing one. When adding to an existing list, check its name and record count.
Check the result
Confirm that the summary shows the correct target-list name.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
