Uploading Contacts via CSV

Magic Mailer makes it easy to import your contacts from any CSV file. Our AI-powered mapper handles the column detection so you don't need to reformat your spreadsheet.

How to Upload

You can upload contacts from two places:

• The Send Wizard (Send → Step 1)
• The Contacts page (Contacts → Upload Contacts tab)

Drag and drop your CSV file, or click to browse and select it.

AI-Powered Column Mapping

After uploading, the system automatically maps your CSV columns to Magic Mailer fields. You'll see:

• Mapped fields with confidence indicators:
  • 🟢 Green = high confidence
  • 🟡 Yellow = medium confidence — you may want to verify
  • 🔴 Red = low confidence — review carefully
• Quick-mapping buttons for any unmapped columns
• A live preview showing how your data will be interpreted

You can manually adjust or remove any mapping by clicking the dropdown next to each field.

Required Fields

At minimum, your CSV needs:

• Name — First name + last name, full name, or company name
• Address — Either a full address column, or address line 1 + zip code

Optional Fields

These fields are supported but not required:

• Email, phone
• Birthday
• Transaction/closing date (for home anniversary cards)
• Contact type (buyer, seller, other)
• City, state
• Address line 2
• Gender

Birthday & Transaction Dates

• If your CSV includes birthdays, they are preserved exactly as uploaded — the birthday discovery process will not overwrite them.
• If your CSV includes transaction or closing dates, you'll be asked whether you want to create Birthday Cards or Home Anniversary Cards.

What Happens After Upload

Once you confirm the mapping, contacts are processed in the background:

1. Saved — Contacts appear in your account immediately
2. Address validation — Each address is checked against USPS records (deliverable, undeliverable, or unknown)
3. Birthday discovery — If enabled, the system searches for birthday data automatically

You'll see a real-time progress bar during processing.

Subscription vs. Non-Subscriber Uploads

• Subscribers see the full experience with address validation and birthday discovery enabled
• Non-subscribers can upload contacts, but processing (validation + discovery) requires a subscription. A banner will appear offering to process your contacts once you subscribe.

Upload Limits

Each subscription tier includes an upload limit — the maximum number of contacts you can upload per billing period. This limit resets each billing cycle.

Tips for Best Results

• Clean your data first — Remove duplicate rows and fix obvious typos
• Use clear column names — "First Name," "Last Name," "Street Address," etc. help the AI mapper
• Include as much data as possible — The more fields you provide (birthday, email, phone), the less work the system needs to do
• Check the mapping — Always review the AI's column mapping before confirming, especially for yellow/red confidence fields