Contacts can easily be bulk imported into DailyStory using DailyStory's Bulk Import tool. The only required field to import a contact is an email address.
Important the email address must be the first column in your CSV file.
The Bulk Import tool can load new contacts from text or from a CSV file.
To find the Bulk Import tool click Accounts > All Contacts:
Next, click the + Add contact button:
Finally, click "bulk import contacts" link on the Create Contact screen:
This will open the Bulk Import tool:
To load new contacts from a text file simply copy/paste the contact information you wish to import.
Each contact should start on a new line and contacts that contain spaces or commas should be enclosed with double-quotes.
Amy Jones,firstname.lastname@example.org,"ACME, Inc."
After entering the contacts to import click next. On the next screen you can map contacts to fields.
important: do not put spaces after comma separated values. Use quotes if content contains a comma.
To load new contacts from a CSV (Comma Separated Value) file just click "Select a CSV file to upload". After selecting a file you can map contacts to fields on the next screen.
Create a new Excel file or use our sample CSV file.
Column headers are optional, but recommeded
Enter data for your contacts that you wish to import.
Next, save the file locally as a CSV file:
After selecting the data you are taken to the final screen where you tell DailyStory how to import the contacts:
For each data field you will need to either map it to the appropriate field in DailyStory or choose to ignore it. And remember, you must select an email address as it is the only required field:
For example, we'll map:
* Fullname to
* Email Address to
* Company to
Company or organization name
Next you can optionally select a campaign to add the contact to. A contact can be part of one or more campaigns and contact in a campaign is called a lead.
Finally, since the CSV file we imported had headers we'll check "Do not import first row" and then click Import Contacts.
After the contacts are imported we'll see:
Some important information about contact import:
Rejectedalready exists for that contact it will not be re-added.