2. Select Your Import Type

5 Steps To Import Your Database Into Everlytic 2. Select Your Import Type

To import contacts, go to Database Management > Imports. On this dashboard, click the New Import button. From here, you can import your contacts in the following ways:

1. Upload a CSV, Excel, or Text file from your computer

Use this option when you have an existing database stored on your computer. We support TXT, CSV, XLSX and XLS file formats.

Click the Upload icon
Click the Browse button
Browse for your file and click Open

Once you’ve uploaded your list, you have the following options:

Set contacts as ‘unconfirmed’ on import and send them a confirmation mail.
Update all existing contact details in the system with the imported data.

2. Copy and paste a few contacts into a text box in the platform

If you only have a few contacts to import, you can use the copy and paste function to manually add them to your list from an Excel spreadsheet (with separate tabs) or a comma-, pipe-, or semi-colon-delimited text file.

Click the Copy & Paste icon
Copy and paste your contacts’ details from your text file or Excel spreadsheet. Ensure each row is copied and pasted separately on its own line.
Click Next

Once you’ve copied your contacts into your list, you have the following options:

Set contacts as ‘unconfirmed’ on import and send them a confirmation mail.
Update all existing contact details in the system with the imported data.

Column names label your fields (and any custom fields you may have set up before starting the import). Include them by pasting them into the first row. Download our example file to see how to format them so our system can use them to map your data.

3. Upload from an HTTP, FTP, or SFTP server

You can upload from an HTTP, FTP, or SFTP file server. For files hosted on an HTTP server, paste the URL into the field provided. If your file is hosted on an FTP or SFTP server, enter the server URL, username, password, and file name when prompted.

Once you’ve uploaded from the server, you have the following options:

Set contacts as ‘unconfirmed’ on import and send them a confirmation mail.
Update all existing contact details in the system with the imported data.
Schedule the import by date and set a recurrence date for when the file will be imported again.

4. Upload from an integrated service like Google Contacts, Google Docs, or Salesforce

Follow these steps to import a list of contacts from a web-based service like Google Contacts, Google Docs, or Salesforce:

Click on the Service Integration icon.
Select the service you want to use.
In the pop-up window, verify that you want to allow the system to access your selected account and follow the steps relevant to that service for the connection.
Once you’ve enabled the connection, select the data you want to import.

Once you’ve uploaded from the selected service, you have the following options:

Set contacts as unconfirmed on import to send them a confirmation mail.
Update all existing contact details in the system with the imported data.

Once you’ve specified the source for your import, click Continue to move on to step 3.

Contact tagging

Contact tagging is a lightweight way to organise subscriber data, so you can segment lists and groups of contacts for intelligent targeting. Much like hashtags on social media, contact tagging enables you to tag contacts with content that can then be pulled together when you send a communication.

Until now, you’d have multiple lists or filters on those lists. Tagging, on the other hand, enables you to connect contacts from multiple lists based on related tags. This enables you to send relevant communication quickly, with fewer manual processes of creating, importing, and updating lists and fields.

Tagging is dynamic, it’s quick, and it gives you granular control of your segmentation, as the data you can include is endless. Common examples of tags include contact behaviour, sign-up date, the source of their data, interests, if they’re customers, if they’re on a free trial, etc. You can also have an infinite number of tags on one contact.

How to tag a contact

Tagging functions as a field in your data. Only, instead of having an individual piece of data for each field as you would with traditional lists, all tags are loaded within the tag field. To do this on imports, you follow the standard import process, only you’ll need to ensure that you:

Include a tags column in your list.
Separate each tag in the tags field with a comma.
When you map your fields, map the tags column as tags.

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