Each row represents a contact record, and each column of information represents a contact property (First Name, Last Name, Email Address etc)

Import requirements

File requirements

All files being imported into the system must:

• Be a .csv file
• Have only one sheet
• Be smaller than 50MB (tip: a typical .csv file with 4 columns and 10,000 records will be ~500kb in size)
• Include a header row in which atleast one column header corresponds to a field in the system
  • • For Uploading ONLY New Records in the system
      • • Choose ‘Add New Records’ in Step 3 of the Import Flow
    • For Updating ONLY Existing Records in the system
      • • Choose ‘Update Contact Records’ in Step 3 of the Import Flow
    • For Both
      • • Choose ‘Both’ in Step 3 of the Import Flow

Note: While the default unique identifier is to Email, our system allows you to choose fields other than Email for de-duplication purposes during the Bulk CSV Upload

Column Values Format requirements

Depending on the records you are importing, your file could include the following columns:

• Date Picker
  • Acceptable formats-
    • mm/dd/yyyy (e.g. 10/28/2020)
    • yyyy/mm/dd (e.g. 2020/10/28)
    • You can also replace ‘/’ with ‘-‘ ‘.’ and it’ll recognise the uploaded fields as a Date field (Available in our future release!)

• Multiple Options, Checkbox, Textbox List
  • Acceptable formats-
    • • Value 1, Value 2, Value 3 …… (e.g. Blue,Yellow,Green or Blue, Yellow, Green or Blue , Yellow , Green)
      • You can also replace ‘ , ‘ with ‘ ; ‘ ‘ . ‘ and it’ll recognise the uploaded fields as the aforementioned field

• Radio, Single Option
  • Acceptable formats-
    • • Value 1 (e.g. Blue)

• File Upload, Signature
  • Not Supported

• Contact Owner
  • To assign an owner to your contacts during the import, include the name of the ‘User’
  • Acceptable formats-
    • • FirstName LastName (e.g. Logan Paul or logan paul)
      • LastName FirstName (e.g. Paul Logan or paul logan)
      • Note #1: Unless the user has both FirstName and Last Name, the system will not recognise it during upload

• Tags
  • Acceptable formats-
    • • Value 1, Value 2, Value 3 …… (e.g. Blue,Yellow,Green or Blue, Yellow, Green or Blue , Yellow , Green)
      • You can also replace ‘ , ‘ with ‘ ; ‘ ‘ . ‘ and it’ll recognise the uploaded fields as the aforementioned field

• DoNotDisturb
  • Acceptable formats-
    • True or False ( true or false )
    • Yes or No ( yes or no )

• Phone Number
  • • For the vast majority of cases, as long as you format the phone numbers in E.164 (Ex: +1 1234567890) our system will recognise it as valid- irrespective of the default Country picked at the sub-account level
    • Additionally, if you have set the Country to the the US, the following would work perfectly fine as well
      • 123-456-7890
      • (123) 4567890
      • 1234567890
    • Furthermore, if you are working with international numbers (Outside US), we’d encourage you to visit : https://libphonenumber.appspot.com/ and run your phone number format by the tool in conjunction with the codes below to ascertain it’s appropriateness for upload.

• Numerical
  • • Acceptable formats-
      • 1.23.4
      • 1234
      • .123

• Monetary
  • • Acceptable formats-
      • 1234
      • 1,234,234,333