Import your Contacts
TRANSCRIPT:
It's easy to import contacts into JourneyCARE. In this video, I'll walk you through exactly how it's done.
A few quick things to know before you start.
- First, your file must be in CSV format and must be under 30 megabytes in size.
- If it's larger, you'll need to split it into separate files.
- Also, all of your data needs to be on just one sheet or tab
- And you should have just one contact per row.
You'll also want to consider whether your spreadsheet contains any new fields that don't already exist in your database.
If you do have new fields, go ahead and create those fields in JourneyCARE before you try to import, click on settings at the bottom of the left navigation. Then when you're on the settings page, choose custom fields. Custom fields are covered in another video, so I won't go into detail on how to create those here.
After you get any new custom fields created, go back to the contacts page and we can start the import. Click the icon at the top of the list view that looks like an inbox with the arrow going down.
Make sure that the contacts option is selected for the type of import you want to do. Then click next to continue. In the middle of the screen, you'll see a small cloud icon. Click there.
To initiate the upload, you'll select the CSV file from your computer. Note that when you're trying to find the file on your computer, you will only see CSV files because that is the only type that will upload. So if your file isn't being displayed, double check that it is in the correct format.
Immediately below the upload set what you're wanting to do with the file. By default JourneyCARE matches on contact id, email address, and phone number. So if any of these items are in your CSV file, the system is able to update an existing record or determine that a new one needs to be created. This helps you avoid creating duplicate records.
Click next to continue on on the screen that appears, you'll be shown all of the columns that appear in your CSV and you can match those to the fields in your database. Simply click each dropdown and choose where you want the data to go.
If you want to ignore any columns on your spreadsheet, simply do not match that column to a field. Be sure to click the small box at the bottom that says to ignore data in unmatched columns. Then click next.
On the final screen that appears, you will confirm that your columns are matched correctly. There are also options at the top of the page where you can choose to automatically apply a tag to the imported contacts, run a specific automation for the imported contacts, or create a saved smart list for the imported contacts.
If any of these options are applicable, just check the box and then choose what you want from the related dropdown.
If everything looks good, click the compliance box at the bottom of the screen that indicates that these contacts have agreed to hear from you. Then the start bulk import button at the bottom right will be clickable.
Your import should begin in just a few moments. If you have any trouble, let us know. Here at the help desk, we're always happy to assist.