Importing and uploading your contacts in rezora is simple! Use the video or the article below to discover the next steps!
So you've got a CSV file of contacts that you're looking to add to your rezora agent account. Below, we cover the process, step by step. The video above covers the same process.
Head to Contacts >> Import Contacts >> Import from CSV File -- This page provides a good overview of the upcoming process. If you don't have a good file to work from, you can export a file from whatever program you are using (Gmail, Outlook, etc) or simply click the "download our empty CSV template here" text in Step 1 to download a blank CSV file that you can use as a guide.
When you've got a CSV file of your contacts saved and ready to go, click the button to start the process.
You will see the Contact importer modal appear. Here you can click the "Upload file" button to browse your computer and select the file you'd like to import, or simply drag and drop the file from your desktop into the main area.
Selecting or dropping a file in will take you to the the Map Fields step.
This allows you to match the Incoming fields from your file (LEFT) to the Destination fields in our system (RIGHT). Click the down arrow to the right of the field name to change the rezora field. If you're not sure if the field is right, look at the example data below to confirm.
We do our best to match the column title to a valid field in our system by default. When you've mapped all relevant fields you wish to import to a rezora Destination field, click Continue at the top right to move forward.
On this next page, you are able to see your file's contact data organized into the columns you selected. You can click Invalid in the top menu to view contacts with email addresses that appear to be invalid (duplicates in file, missing an @, no email address present, etc). You can make any final changes to the data here before importing, allowing you to fix any obvious issues with the email address.
Click Submit to be taken to the final page of the import process. If there are any rows with recognized problems in the E-mail Address column, those will simply be skipped in the import process.
On this final page, you'll make a few final decisions. How we should proceed if any of the contacts in your file already exist as contacts in rezora, and which lists/spheres you want the contacts added to.
Step 3: Let us know how we should handle CSV contacts that already exist in your rezora account.
On this step, you are telling us what to do if contacts already exist, the options are:
- Keep CSV contacts - If the file you are importing has the most up-to-date information on your contacts, keep this option clicked.
- Keep existing rezora contacts - If you're importing an old file or you do not want to update existing contact information for any other reason, this may be the option for you.
Step 4: Tell us if you’d like to add these new contacts to a List or Sphere (recommended).
In this final step, you can specify which, if any, lists and spheres you'd like to add this list of contacts to. Click the button to select existing lists or spheres, or click
to create a new list.
Tip: You can select multiple lists or spheres at a time!
Once you've selected lists and spheres (or opted not to) you can click the button to import your contact file!