Import from a CSV file
You can import contacts via CSV file.
Go to contacts -> import contacts and download a sample file:
The file will contain columns with attribute names. You can add and remove these columns, so they match the attributes of your contacts in iPresso. The order of the columns does not matter, you will customize this later:
After completing the columns with attributes, save the file as a comma-separated UTF-8 CSV
Go back to iPresso, move to contacts, select "import contacts" and click IMPORT. The import window will appear:
Contact type, contact category
You can distinguish the type and/or category if you want to segment your contact database by default. Later you can use segmentation to give your contacts an appropriate type or category. A type could be, for example, a parent or child, a dog and its owner, a store or a wholesaler. You can use a category to tag contacts associated with a specific process you are running in iPresso, such as a retention or lead process.
Duplicates - specify what you want the system to do with duplicates. You can link them to existing ones, or duplicate them without linking.
Tags - this is another form of marking a certain group, by default designed to temporarily mark contacts (e.g. for a single campaign, or series).
In the next step, load the file you prepared. The "Fields mapping" window will appear - you can define the association of your file's columns with attributes in iPresso: there
This section will not display all the records from your file - this preview is used to map fields from your file to system attributes.
If you see that characters are not loading properly at this stage, correct your file encoding with relevant format, separated by commas.
Go further. In the last step, make sure all required fields have been completed and click IMPORT.
The import completion time depends on the volume of contacts. You can preview the import progress by clicking on TRACK IMPORT PROGRESS. Once the import is complete, you will see its summary under the path contact -> contacts import
Errors are usually caused by incorrect file format or incorrect values in the file (e.g. phone number in the email column). You can find imported contacts in the contact manager.