Importing using a CSV
Importing from Salesforce
Our Importer is a simple tool enabling you to push contact data into StoneShot.
Importing is a two-stage process. After selecting your contact list, the importer verifies the integrity of your data then offers a set of import options, and works work with the Comma Separated Value (CSV) format of data.
Preparing your list for Import
Before you import your contact list to StoneShot, we recommend following the below steps to avoid any complications going forward.
- Open your list in Excel and through filters:
- Make sure you don’t have duplicate contacts
- All contacts have a valid email address
- Email address must always contain an “@” and a “.”
- Must not begin or end with an “@” or a “.”
- Must not contain any special characters like: ( ) , : ; < > [ \ ]
- Make sure that each column has the right header/title that matches the field name on the system. Eg. “Email” not “E-mail” or “Email Address”* You can find out the right column headers by getting an export with all contact details as shown further down in this article.
- The last column needs to be full, with no empty cells. Since there always needs to be an email (Unless you are importing by CRM ID), we suggest keeping the email column or CRM ID as the last column.
Once you are ready with the preparation, you can save the file to *.csv and import it in StoneShot.
How to import a list?
Once you have your CSV file prepared, login to the StoneShot app and under Contacts select Import Manager > Import contacts as shown below.
Once you have clicked the Import Contacts button you will be able to see the Import wizard as shown below. Simply go through the steps to get your list importer.
First, you’ll be asked to choose either your csv file by using the Browse function or, if you have CRM integration such as Salesforce, the Salesforce report you wish to import from.
Select your file and click next once it has been successfully uploaded.
Now you’ll be able to choose which columns from your Excel file to include in the upload. ‘Columns’ is the name in your file, ‘Fields’ is the options you can choose to import your column into, ‘First Row’ gives you an example of the data from your file, and ‘Unique Identifier’ is telling you how the importer will distinguish between contacts. This will always be Email unless you have a CRM ID in which case that will be chosen.
Once you’ve mapped your fields, you’re then going to decide what to do with your data.
First you can decide whether to add your data to an existing list, create a new list from your data, or not create a list simply updating the contact information from your file into the database.
Here you’ll also choose what happens to new and existing contacts on your list be picking one of the below options:
- Add & Update: adds new contacts and updates existing matching contacts
- Add Only: adds new contacts and skips those that already exist
- Update Only: skips any new contacts and updates matching ones
– add to existing list
– new list
– no list
You can import your list now if you wish by clicking ‘Next’. However, you may wish to use the Advanced Options section on the right-hand side of the screen. This gives you four different options on how to manage your list:
- Add Contacts into Segmentation – Get the importer to set all of the contacts in your list to a certain StoneShot segment. (e.g. Set all contacts to ‘Region = UK’, or ‘Sales Manager = Mr Jones’). All contacts in the list will be set to the segment you select.
- Change Email Preference – Get the importer to set all of the contacts in your list to a certain StoneShot Email Preference. (e.g. Set all contacts to ‘Newsletter = Subscribe’, or ‘Webinars = Unsubscribe’). All contacts in the list will be set to the email preference you select.
- Change Event Status – Get the importer to set all of the contacts in your list to a certain StoneShot Event status. (e.g. Set all contacts to ‘Christmas Party = Invited’, or ‘Financial Seminar = Registered’). All contacts in the list will be set to the event status you select.
- Manage Unsubscribes & Bounces – If you wish to keep your list clean, you can choose to not import anyone set to Unsubscribed or Bounced. They will still exist in the database of course, just not in your mailing list.
When you have selected all of your options, click on ‘Next’ and you’ll be taken to a final summary screen. This will give you the details of what is about to happen to your import, what additional options you’ve selected, if it’s a new list etc.
One final thing to decide is whether to receive an email notification when your import has completed. This is set to on by default, and we’d recommend keeping it on so you are aware when your import has completed. If you don’t want to receive an email, simply turn the toggle off.
When you are ready click on Import. This will take a few minutes, depending on how long the list is.
Import Report – if selected
Once your list is imported you will be emailed an automatic Import Report detailing all the information for your import. If there were any errors or contacts dropped from the import you will be able to see them on this import – this could be for reasons such an email missing or an invalid email address. ‘Records Skipped’ simply means that the contact record in the database was an exact match for the record in the import. It has still been included in the import list.
Where can I see my import?
If you selected Create List, you can view your import by going to Contacts > Lists
The first list will be the latest import and it will be named with the name of your new list and a timestamp of the import. You can edit the name of the list by going into the list and clicking on the edit pencil.
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