Located in the Postal Contacts tab you will find your respective contacts for sending usage. If you do not have an integration configured, we recommend following the instructions below for adding your contacts via CSV or Excel document:
First start by logging into Postal, when you click on Contacts, you will be given options to add contacts manually by:
- Import Contacts from a file such as .csv, .xsl, or .xslx formats
Or
- Create a Contact, which is the option to add contacts one-by-one
Step 1: Create an excel file (or CSV), with the first row containing the following fields
The sorting fields available are First Name, Last Name, Title, Company, Email, Phone Number, Address 1, City, State, Postal Code, Country
Step 2: Import file by clicking on Contacts > Import Contacts > Drag files or click to select
Step 3: 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
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, we will need each Tag to be separated to their own respective column as shown above.
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 your Technical Account Manager please contact directly, or email support at help@postal.io.