Import Contacts

Overview

Importing contacts into Salesnode is a fundamental step to kickstart your automated outbound campaigns. By bringing your contacts into custom data tables, you can efficiently manage and target your outreach. This tutorial guides you through the simple process of importing contacts, ensuring your data is ready for successful campaign execution.

Starting Your Import: Accessing and Selecting Tables

To begin importing contacts, you first need to navigate to the appropriate location where your data tables reside. These tables serve as containers for your contacts and other relevant campaign data.

1. Navigate to the sidebar and click on Tables.
2. Either create a new table by clicking Create Table or select an existing table where you want to import contacts.
3. Once your table is ready, click the Insert button to start adding records.

Creating vs. Selecting Tables

Creating a new table is useful when you want to organize contacts separately for different campaigns or purposes. Selecting an existing table allows you to add more contacts to a dataset you have already been working with.

Importing Contacts: Single Record or CSV Upload

Salesnode offers two convenient methods for importing contacts: inserting single records manually or uploading a CSV file for bulk import. Both methods ensure your contacts are added accurately to your data tables.

1. After clicking Insert, choose between Insert Single Record or Upload CSV.
2. If inserting a single record, fill in the contact details as prompted.
3. If uploading a CSV, select your file from your computer.

Mapping Columns for Accurate Data Placement

When importing via CSV, it is crucial to map your CSV columns to the correct table fields. This step ensures each piece of contact information lands in the right place within your data table.

1. After uploading your CSV, you will see a column mapping screen.
2. Match each CSV column to the corresponding table field.
3. Review your mapping carefully to avoid errors.

Managing Duplicates and Confirming Import

Handling duplicates correctly maintains the integrity of your contact list and prevents unwanted repeated messages. Salesnode provides options to merge or skip duplicate records during CSV import.

1. Before confirming the import, click the Settings button to review how duplicates are handled.
2. Select either Merge to combine duplicate entries or Skip to ignore duplicates.
3. Once settings are confirmed, click Confirm Import to finalize the process.

Best Practices for Importing Contacts

Ensuring your contact data is clean and well-organized before import maximizes the effectiveness of your campaigns. Taking a few moments to prepare your data can save time and improve outreach results.

• Remove duplicate entries from your CSV before upload.
• Verify that all required fields are filled out correctly.
• Use consistent formatting for phone numbers, emails, and names.
• Keep your CSV file size manageable to avoid upload issues.