How will imported data appear in Zeffy?

This article explains how your imported contacts and payments will be displayed in your Zeffy dashboard after completing an import.

Contact Imports

• 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

• 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

• 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)

• 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
• Tag contacts after import to group them for easier management
• Use filters to segment and organize your contacts based on various criteria

💡 To learn more about tagging and segmenting contacts, check out the following articles: 

Tagging contacts

Filtering and segmenting contacts

Payment Imports

• 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)

• 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
• Individual imported payments cannot be deleted - you must delete the entire import and redo it if corrections are needed

• 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