New to Drift or just trying to add some new contacts?
You can import your CSV file into your contacts to get your data into Drift.
Some things to note before starting the import that will save you some time:
- Importing requires a CSV file format and an application that lets you open that file to edit (Microsoft Excel for Windows or Numbers for Mac for example)
- Make sure all the rows/columns are filled in so Drift can make sure the information is accurate
- Upload all the columns that you are hoping to attach attributes to.
Sometimes you will be importing large CSV files, but you may only want four out of the 100 columns and their data mapped over into your CRM. Make sure to only select the columns you want to map attributes to in your Drift account.!
To import your contacts, you want to select Import Contacts under the Visitors tab.Next, select Import a CSV for email.
You can either drag and drop from or click the Select a File link select a file.
To fine tune the import, you'll most likely want to map columns to attributes.
When you select a CSV to import you will see a table like the one in the screenshot above. The left column lists the name of the attribute pulled from the CSV. The drop down on the right can be utilized to assign the CSV attribute to a Drift Attribute. Once you do this, you will see a preview of the data contained in the Sample Information column between the CSV Colume and the Drift Attribute pull downs.
Once done, all that's left to do is... Finish your import!
After clicking finish, you'll be routed to the Import Logs screen where you can review any errors in your import.
To review your errors, simply click the View button at the end of the row and Drift will download an error report to your device.
Once completed, you will be able to access all of this new data in the All Contacts page under the Visitors tab.
If you run into any trouble, let us know. We’re here to help.
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