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
Email
Phone Number
Address 1
City
State
Postal Code
Country
Tag
List
Note: The order of the columns must be exact. Please remove any extra columns as any extra columns will cause the upload to fail.
Important! The 'First Name', 'Last Name', and 'Email' fields must be filled out or the contact will not import. Country name must also be fully abbreviated or spelled out for successful import (ie. USA or United States of America, not just United States)
Tags
If you wish to add tags upon import, you will need to create columns for each tag. For multiple tags, each tag needs to be separated into its own respective column as shown above.
Lists
If you wish to add a contact to a List upon import, you will need to create a column for the List. Title the column 'List' and add the name of the list for each individual contact.
Import the File
Import the file by clicking on Contacts > Import Contacts > then 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
See created Date
Favorite one or a group of contacts
Send an item 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
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 reach out to our Support Team!