How imported data will appear in Zeffy

Contact Imports

Where can I see imported contacts?

• Imported contacts will appear under your "Contacts" tab in your dashboard

• Each imported contact will have an associated profile page where all the information you provided during import will be pre-filled

• You can view and access individual contact profiles by clicking on their name in the Contacts list

Important things to know about contact display:

• Email is the primary identifier for contacts in Zeffy

• If a contact has multiple email addresses, they will have multiple contact pages

• If multiple contacts share the same email address, only one name will be chosen as the primary name for that contact

• If a contact is imported without an email and later makes a payment using an email address, they will have two separate contact pages

Editing contact information:

• Most contact information can be edited directly on the contact page after import

• Go to "Contacts" > Select the contact > Edit their information as needed

• Note: The contact's language preference cannot be edited once imported (defaults to English if left blank)

Organizing imported contacts:

• Use the "Note" column during import to add specific identifiers

• Search for contacts with specific notes using the search bar at the top of the Contacts page

• Add imported contacts to lists after import to group them for easier management

• Use filters to segment and organize your contacts based on various criteria

To learn more about organizing contacts into lists and segments, check out the following articles:

Creating segments and lists

Filtering and segmenting contacts

Payment Imports

Where can I see imported payments?

• Imported payments will appear in the "Payments" section of your dashboard

• Each payment will be listed with its associated transaction details

• Payments will be linked to contact profiles automatically (by association with the contact's email address)

Important things to know about payment display:

• Each imported payment automatically creates or updates a contact profile

• If a contact already exists with the same email address, the imported payment will be associated with that existing contact

• Payment details cannot be edited once imported

• Imported payments can be deleted individually from the Payments section

Viewing payment history:

• All imported payments will be integrated with your regular payment history

• Use filters to sort and view imported payments

• Access payment details by clicking on individual transactions

What to do next

• Managing and editing contacts — Review and edit the contact profiles created by your import.

• Creating segments and lists — Organize your contacts into targeted groups.

• Filtering your contacts — Find specific contacts using filters.