Importing Contacts

This will go over the info you need to know to properly import a list of customers

Importing a customer list is when you take previous customer data that you have collected and merged it with the data in your CityGro Portal.

How to Import a Customer List:

1. You will need to scrub and clean your customer's data
   • This means you must remove duplicate contact info, each column is for a single data field, each row is a unique contact, there are no blank rows between contacts, etc.
     
     
2. By default, import functionality is disabled for all customers. This is done to prevent unethical use of our messaging tools.
   • Email (support@citygro.com) or call (888-605-8350) to request access to the Import section, and we'll be happy to activate it for you.
     
     
3. You will be sent a form to sign, declaring that each contact on your list has given you consent to send them texts and emails. Sign the form (complete all of it) and then email it back to CityGro.
   
   
4. After you have received confirmation of access, go to the Contacts Section
   
   
5. Under the Contacts module, click the new option: Import
   
   
6. Select the file you would like to import (must be in .CSV or .XLS format)
   
   
7. Decide on the following setup options:
   • Add all to a group: Do you want to pre-assign each contact to a group?
     
     
     
   • Opt-In Message: Contacts that are opted into Text Message Marketing would receive an immediate notification that they have been "opted in".
     
     
     
   • Update existing contacts by: The option allows you to update your existing contacts.  If you select a phone number then it will look to match phone numbers from the import. (If you already have contacts on your CityGro account then we recommend updating by phone number)
     
     
     
   • Conflict Policy: This is where you determine what to do when a value already exists in the system.  You can "Skip" or "Override" the data.
     
     
     
   • Default Values: If you want to pre-assign a value to a contact that isn't in the import, select this option to set up the pre-assigned values. The most common values to pre-assign are the opt-ins. Here are the steps to tell our system that contact has given you express written consent to send them messages:
     
     • Select Edit Values
     • Click Set Field and choose SMS On
     • Operation = Set To
     • The Value needs to say Yes
     • Repeat these steps for email (Email On) if needed
       
       
8. Match the import data to your Data Fields.  
   • To do this, you will need to use the pulldown menu on the top of each column.  Match the "First Name" column with the "First Name" Data field. (Any column that doesn’t have a field selected above it will not be uploaded with the contact)
     
     
     
9. When everything is ready to be imported, click Start Import
   
   
10. Your file will be uploaded and you will see your new contacts under the Contacts module.

All done, Congratulations!