Introduction
Uploading contacts to Zaplify is a simple way to get started with the messenger if you already have a list of contacts with contact details that you want to reach. By adding potential leads to the platform, you'll be able to efficiently manage and track your interactions, ultimately boosting your outreach success. In this guide, we'll walk you through the process of uploading contacts to Zaplify.
Short guide to Uploading contacts
Go to List Import: In the Discovery section, select List Import to access the upload area.
Prepare your file: Ensure your contact data is formatted in CSV, XLS, or XLSX. Your file should include essential fields like first name, last name, company name, LinkedIn URL, and email address.
Upload your file: Click the Upload button and select the contact list from your computer.
Map your data: Zaplify will prompt you to map the fields in your file to the corresponding fields in our platform (e.g., first name, last name, email, LinkedIn URL).
Validate and confirm: Review your data for any errors. Once everything looks correct, click Start Upload to finalize the process.
Extensive guide on Uploading contacts
Step 1: Find the option to upload contacts
Go to Discovery
Go to option "List import".
Step 2: Prepare Your Contact Data
Before uploading, ensure your contact data is organized and in a compatible format. Common formats include CSV, XLS, or XLSX.
Make sure your data includes relevant information such as name, company name, LinkedIn URL, email address, phone number, and any other essential details for effective contact management and messaging.
You must include First name, Last Name, and Company Name. This is to prevent incomplete data and duplicates.
Make sure you use one column for each data type, i.e. one column for company name, one for LinkedIn URL, etc.
If you do not have the data, you can leave the data field empty.
Step 3: Uploading Contacts
Click on the "Upload" button within the contact upload section.
A file dialog box will appear. Locate and select the prepared contact file from your computer.
You can only upload up to 500 contacts at a time.
Step 4: Map Data Fields
Once the file is uploaded, Zaplify will guide you to map the fields in your file to the corresponding fields in the platform.
This step ensures that the tool can correctly identify and categorize each piece of information.
For example, match the "first name" field in your file to the "first name" field in Zaplify.
Don't forget to match the LinkedIn URLs and Emails, as those two are crucial for doing outreach.
Step 5: Validate and Review
Zaplify will perform a validation check to ensure data consistency and accuracy.
Review the data preview to ensure that all fields are correctly aligned and that there are no errors.
Step 6: Start the Upload
Once you're satisfied with the data preview, click the "Start Upload" button.
The tool will initiate the upload process, importing and validating the contacts.
Step 7: Confirmation and Segmentation
After the upload is complete, Zaplify will provide a confirmation message with successful and skipped contacts (see below), as well as formatting errors.
Don't forget to finally confirm the upload to have your contacts added to your account.
Please note that if you have uploaded a contact list without LinkedIn URLs, it might not be possible to reach that person through LinkedIn until you update the contact with a linkedin url, but you can still reach out through email.
What are skipped contacts?
When uploading contacts, Zaplify will analyze your upload and compare it with contacts that have been already added by you and your teammates in your Zaplify organization. If a matching contact is found, Zaplify will mark that contact as "Skipped". This means that those contacts will not be uploaded, since they already exist in your Zaplify organization. This is done to prevent duplicates across your organization, and most importantly to help you avoid reaching out to the same contact from multiple users at the same time.
Conclusion
Uploading contacts to Zaplify is an alternative way of finding contacts instead of using the Contact search or Contact suggestions. By following this guide, you'll ensure that your contact data is accurately integrated into the platform, setting the stage for effective outreach. With your contacts organized and accessible, you're well on your way to achieving your sales goals.