Inflection allows you to import contacts (as emails) via CSV files. The CSV upload feature can also be used to update existing contacts.

When importing your CSV data, you have the opportunity to exercise precise control over how it is imported or mapped to contact fields. Additionally, you can easily add the imported contacts to either new or existing static lists.

Uploading contacts using CSV files

1. Go to Databases > Contacts or Assets > Static Lists from the sidebar.
2. Click on Actions on the top-right and choose From a CSV File under “Add contacts”.

Actions Menu at the Top-Right of Contacts Page

1. In the modal that appears, browse or drag-and-drop the CSV file you wish to upload.

CSV file upload page.

<aside> 💡 CSV file minimum requirements: CSV files uploaded for importing contacts in to the contacts database or static list, must contain

• A complete header row
• At least one valid email ID column

</aside>

<aside> ℹ️ By importing contacts via CSV or any other means into Inflection, you agree to our anti-spam policy

</aside>

1. Next you’ll be asked to map your CSV columns to existing Contact fields in Inflection. You may proceed with the suggested mapping or adjust the columns according to your liking.

   

   A tick will appear at the side of every mapped column, if the data in the column matches the data type of the contact field you’ve chosen. You can preview the first view rows of your CSV file as a sample to understand your fields’ content.

   You may also filter the column names by searching or by unmapped/mapped options.

   

2. Inflection will now process your CSV file to check for errors. You’ll be shown a summary page where you can view the total number of entries, new contacts and errors in the file.

   

   CSV Import Summary Page

   You may download your error report for further insights into the errors present in your CSV file.

   You are also given the option to adjust your import and to upload the contacts to a new or existing static list.

   Once you are satisfied with your options, click on Import.

3. Click on Import Contacts on the final confirmation page to import contacts into your database.

Import Options

You have the flexibility to use the CSV entries to:

• Only Create New Contacts: Creates new contacts from the new Email IDs in the CSV. Existing email IDs in your Contact database is ignored
• Only Update Existing Contacts: Updates only existing contacts with the new data in your CSV. Only non-blank cells in the CSV is considered for update.