In this guide, we’ll walk you through the steps to import contacts into your Nedzo AI platform, so you can use them in your campaigns.
Watch the step-by-step video below:
1. Access Contacts Section
Click on the 'Contacts' option in the navigation bar to open the contacts page.
2. Create a New List
Ensure you have at least one list to upload contacts. Click 'Add List', enter a name for the list, and create it.
3. Initiate Upload Process
Click the 'Upload' button, select the list you created, check the box next to it, and click 'Next'.
4. Prepare Contact Data
Ensure your CSV file includes at least the first name, last name, and phone number. Additional fields like email and job title are optional.
5. Upload CSV File
Drag and drop your CSV file into the uploader or click to select the file from your computer.
6. Map Fields Correctly
Verify that the fields in your CSV file are correctly mapped to the corresponding fields in the uploader.
7. Review and Fix Data
Click 'Review Data'. If there are formatting errors, use the 'Fix All Formatting Errors' option to correct them.
8. Submit Contact Upload
After ensuring all data is correct, click 'Submit' to upload your contacts to the selected list.
9. Manage Upload Limits
If uploading more contacts, ensure to split them into batches of 10,000 or less to avoid duplication.
Cautionary Notes
Always ensure that the required fields (first name, last name, phone number) are filled out in the CSV file before uploading.
Be cautious of the upload limit; exceeding 10,000 contacts in a single upload may lead to errors or data duplication.
Ensure that all phone numbers include the country code (E.g. +1)
Tips for Efficiency
Prepare your CSV file in advance, ensuring all necessary fields are included and formatted correctly.
Use the 'Fix All Formatting Errors' feature to save time on manual corrections.