Adding contacts using the Import Bulk tool

Christy Cook Updated by Christy Cook

You can use the Bulk Import tool to easily import contacts by bulk from a text or CSV file. To open the tool, select Import Contacts from the Contacts drop-down menu on the navigation bar. The page displays the Contact Import tool window.

Note: DailyStory also enables you to use the Bulk Import tool to re-import the same contact as many times as you need to update the contacts’ information. DailyStory uses the contact’s email address or phone number to determine whether or not the contact already exists in the system. When DailyStory detects that the contact already exists, the system will update the contact’s information with the newly imported details.

To import contacts from a text or CSV file, follow these steps:

  1. Creating a text or CSV file

Gather your contacts data in a text file or a CSV file. The file will be used as the import source for your contacts data. 

Note: When creating a text or CSV file, make sure to add the email address or contact number information type of the contacts.
Using a text file

When using a text file, each contact information set should start with a new row, while each information should be separated by a comma with no space. Contact information that contains spaces or other symbols should be enclosed in double quotation marks. See the following example.

"Valerie Ruel",valerieruel@demo.com,"Demo Companny"

"Melody Webster",melodyw@demo.com,"Demo Company"

"Lela Davis",davislela@demo.com,"Demo Company"

"Craig Blum",cblum@demo.com,"Demo Company"

Copy-paste the data into the Bulk Import tool text box. Select Next, and then proceed to step 2.

Using a CSV file

When using a CSV file, each contact information set should be entered on a new row, while each information should be separated into cells. See the following example. 

Tip: DailyStory recommends adding a row header that categorizes your contact information to make your mapping process easier.

Note: Make sure that you save your spreadsheet as a CSV file. The file size must also be 8MB or less. 

Select the Select a CSV file button to load your CSV file, and then select Next. Proceed to step 2.

  1. Map the contacts data to DailyStory fields

After your data is loaded, the first set of your contacts data is displayed in the Import Contacts box. The number of contacts imported is also displayed in the box. 

In this box, you will see two columns: COLUMN TO IMPORT and MAP INTO CONTACT FIELD. The COLUMN TO IMPORT column attempts to categorize each contact information type present in your imported data. Meanwhile, the MAP INTO CONTACT FIELD column displays a drop-down list of DailyStory contact fields.

Map your contacts data to their corresponding contact field. You can also choose not to map a field by leaving the Ignore this field option as its corresponding value. 

Optional: Add your imported contacts to a segment

Before you import, you can add your imported contacts to a new or existing static segment. 

Note: During import, new contacts can only be added to static segments.
  • Select New Segment, and then enter the name of the new segment.
  • Select Existing Segment, and then select any of the available segments from the drop-down list.
Tip: If you think you might want to look back at a specific list you imported, it’s a good practice to create a new segment during the import process. You can always delete or disable this segment in the future.

For more information about managing segments in DailyStory, refer to Segments.

Optional: Do not import first row

Before you import, you also have the option to select the Do not import first row check box if you want to exclude the first row which contains labels for your data columns.

  1. Import your contacts

After mapping your contacts data, select Import Contacts. DailyStory adds your contacts to the system and sends you a confirmation email. 

Note: If the import process encountered errors, the confirmation email will contain a link to an error log. Open the link and assess the errors in your import.

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Adding contacts manually using the Create Contact option

Adding contacts using automation

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