--- title: How Do I Import a Contact Group from an Excel Spreadsheet? description: Learn how to import contacts from an Excel spreadsheet into an existing SETVI group or create a new group during the import. --- [Skip to content](https://train.singerequipment.com/knowledge-base/how-do-i-import-a-contact-group-from-an-excel-spreadsheet#main-content) English Show submenu for translations [![SINGER](https://train.singerequipment.com/hubfs/images/logos/singer-logo.svg)](https://train.singerequipment.com/knowledge-base?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Singer Equipment Knowledge Base](https://train.singerequipment.com/knowledge-base?hsLang=en) 2. [Setvi](https://train.singerequipment.com/knowledge-base/setvi?hsLang=en) 3. [Contacts and Groups](https://train.singerequipment.com/knowledge-base/setvi?hsLang=en#contacts-and-groups) September 16, 2026 # How Do I Import a Contact Group from an Excel Spreadsheet? ## Import contacts from an Excel spreadsheet into an existing SETVI group or create a new group during the import. **Step 1 — Open SETVI Engage** Go to [https://engage.setvi.com/](https://engage.setvi.com/). **Step 2 — Sign in** **Step 3 — Open Workspaces Step 4 — Open Contacts & Groups** **Step 5 — Select Groups** **Step 6 — Begin the import** Select **Import**. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-02-19-24-2071-PM.png?width=610&height=104&name=image-png-Sep-16-2026-02-19-24-2071-PM.png)** **Step 7 — Download the spreadsheet template** Select **Click here to download** to download the sample spreadsheet. Using the template helps ensure that the spreadsheet meets these requirements: - It contains only one tab. Only the first tab will be imported. - It does not contain duplicate or invalid email addresses. - Its column headers appear in this order: **Email**, **First Name**, **Last Name**, and **Company Name**. - It is saved as a `.csv`, `.xls`, or `.xlsx` file. Add the contacts you want to import to the downloaded spreadsheet. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-02-20-42-1805-PM.png?width=610&height=333&name=image-png-Sep-16-2026-02-20-42-1805-PM.png)** **Step 8 — Select the completed file** Return to SETVI and select **Select file to import**. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-02-21-33-1981-PM.png?width=610&height=303&name=image-png-Sep-16-2026-02-21-33-1981-PM.png)** **Step 9 — Upload the spreadsheet** Locate and select the completed contact-group spreadsheet from your computer. The selected filename will appear in the import window. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-02-22-10-5278-PM.png?width=610&height=531&name=image-png-Sep-16-2026-02-22-10-5278-PM.png)** You can now add the contacts to an existing group or create a new group. **Step 10 — Option A: Select an existing group** To add the contacts to an existing group, open the **SELECT EXISTING GROUP** menu and select the appropriate group. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-02-22-52-5046-PM.png?width=610&height=327&name=image-png-Sep-16-2026-02-22-52-5046-PM.png)** **Step 11 — Option B: Create a new group** To create a group for the imported contacts, select **Create New Group**. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-02-24-08-9091-PM.png?width=610&height=290&name=image-png-Sep-16-2026-02-24-08-9091-PM.png)** **Step 12 — Name the new group** Enter the desired name under **CREATE NEW GROUP**. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-02-24-58-6265-PM.png?width=610&height=380&name=image-png-Sep-16-2026-02-24-58-6265-PM.png)** **Step 13 — Start importing** After selecting an existing group or naming a new group, select **Import**. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-02-25-37-9281-PM.png?width=610&height=353&name=image-png-Sep-16-2026-02-25-37-9281-PM.png)** **Step 14 — Review duplicate contacts** If contacts in the spreadsheet already exist in SETVI, the **Select Contacts to Replace** screen appears. For each duplicate, choose whether to keep the contact information under **New Contacts from File** or **Existing Contacts**. You can also use: - **Replace All** to replace every matching existing contact with information from the spreadsheet. - **Ignore All** to retain every existing contact. - **Skip Duplicates** to continue without importing the duplicate contacts. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-02-27-07-3598-PM.png?width=610&height=415&name=image-png-Sep-16-2026-02-27-07-3598-PM.png)** **Step 15 — Complete the import** After choosing how SETVI should handle the duplicate contacts, select **Import**. **![](https://train.singerequipment.com/hs-fs/hubfs/image-png-Sep-16-2026-02-28-15-0669-PM.png?width=610&height=321&name=image-png-Sep-16-2026-02-28-15-0669-PM.png)** **Step 16 — Confirm the import** SETVI displays a confirmation message showing how many contacts were imported and the group to which they were added. 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