If you do not have an integration configured, you can add contacts by importing them from CSV or Excel. If you need to reassign the contact owner this process can be completed by the new contact owner to accomplish that task.
You can also download a template to verify your file matches the requirements.
Contents
Create an Excel or CSV File
Create an excel file (or CSV), with the first row containing the following fields:
- First Name
- Last Name
- Title
- Phone Number
- Address 1
- City
- State
- Postal Code
- Country
- Tags
Important! The 'First Name', 'Last Name', and 'Email' fields must be filled out or the contact will not import.
**If you wish to add tags upon import, you will need to create field variables addressing each tag:
The importer doesn't split within a column. For multiple tags, each tag needs to be separated into its own respective column as shown above.
Import the File
Import the file by clicking on Contacts > Import Contacts > Drag files or click to select
Remap Fields
Remap or edit the fields for contacts before completing the import
Once the contacts are remapped and imported into your Contacts tab, you will be able to:
- Track Last Send
- Created Date
- Address Verified
You can also do the following actions:
- Favorite one or a group of contacts
- Send a Postal to one or a group of contacts
- Save one or a group of contacts to a list (which can be later used for campaigns)
- Add tags to one or a group of contacts
- Or delete one or a group of contacts
Frequently Asked Questions
What if I later connect to an integration partner, how will I ensure contacts are not duplicated?
If you later connect with an integration partner, your contacts' email addresses are used as the unique identifier to identify duplicates within Postal.
We will store information from your connected integrated partner, preferably this will be your system of record. Once your integrated partner is connected, any sending usage in Postal will sync back to the partner connected on the contact's activity record.
What if I want to update or add a new CSV/Excel file for contacts:
If you want to update the CSV/Excel file for the same contacts, follow the instructions above and the new file imported will reflect the changes made to the contacts.
If you wish to import a new CSV/Excel file but keep the existing contacts in Postal, go ahead and follow the above, your CSV import won't affect what has already been added to Postal.
If you need additional assistance please use our chat support or email us at [email protected].