Contacts can be added to your platform via the upload of a CSV file. Note that this guide will also apply to the upload options on LinkedIn Prospector and the G2 Intent areas on the platform
Navigate to the Contacts area of the platform. Under Import click “Import Contacts”.
https://zymplify.com/client-area/import.php?c=1
- Choose from a list of data sources where your contacts have been exported from. If it’s not on the list use the “Other” option.
- Enter an email address that will receive the upload completed notification.
You have the choice of how the platform will handle duplicate contacts during the upload. You can:
- Ignore, which will make no changes if duplicates are found.
- Merge, which will only add new contacts and the existing contacts will remain untouched.
- And Replace, which will overwrite the existing duplicates that are on the platform.
- Click continue.
Next, you must choose the location of the contacts in the upload. Because GDPR only applies to European Union contacts. If the CSV file contains a mix of contacts located both within and outside the EU we recommend you to split your CSV into two lists based on location. Then you will have a list of EU contacts and a list of non-EU contacts for your uploads.
- If you choose to upload EU contacts, you must choose the legal basis for holding their data. Here we have a reminder of the options available, which are clear consent provided, contractual requirement and Legitimate interests.
- Choosing Consent will prompt you to choose the channels they have opted to be contacted on.
- Contract will just ask you to check the box to confirm you are happy with this selection.
- The same applies to legitimate interests, you must confirm the selection before continuing the upload.
- Select the file you want to upload and click Upload.
The platform will perform an auto-match of the data headers in the uploaded document to the existing properties on the platform.
You can choose to accept this and it will only ask you to address headers where an auto-match was not available. In this case, you will be asked to create a custom property or select from a list of existing properties on the platform.
- You can click ignore and check each property individually.
Along the top, we have the platform properties that your data headers have been matched too. This can be changed using the dropdown if required. Below we have the header contained in the uploaded document.
- Click “Accept Selection” to accept the property match.
If you what to stop a column from uploading, you can just click the x button beside the name. The exclamation mark means that the platform has highlighted this property for you to check it. This happens on location properties as a reminder for you to check if it should save it to the contact record or the company’s record. It will default to the contact’s record, but you can change it using the dropdown if required.
If the platform has not auto-matched a column header you can add a new custom field for the property if required or choose one from the dropdown.
- Give the custom property a name and description.
- Assign it to either the contact record or company record so this new property will appear on the individuals’ contact record or be added to the company record.
- Select the property type that best matches the data that will be contained in the property. For example, date of birth, number field, URL etc.
- Select use in forms, if this property is needed as a field on your web forms.
- And add to contact view. So, the property can be viewed on the contact record.
- You can change the list title for these contacts at the top of the page.
- Click Yes to finish your upload.
