Importing Data
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      Contact Import Template

      Upload and import your contacts into your Zeffy account

      A contact import is when you only want to import your contact's information like first name, last name, email address, address, etc. 

      The list of your imported contacts will appear in the section "My Contacts" of your dashboard.

      Step 1: Prepare your data for import 🧮

      For the import to work,  data needs to be formatted properly so you can successfully upload your data. To help you prepare that data, we recommend using the template below. 

      Please make sure to fill out the templates exactly as indicated. Otherwise, the import will not work.

      👉 Use this template
      https://docs.google.com/spreadsheets/d/1oZWqPD1je9mZYU9a8qrsCe2gqVAsZOjckSeXTBsKrZ4/edit#gid=0

      Data requirements

      Column title Cell format  Required or not Default (if left blank)
      firstName text REQUIRED will not import
      lastName text REQUIRED will not import
      email text not required empty
      locale EN or FR not required EN
      address text not required empty
      city text not required empty
      region text not required empty
      postalCode text not required empty
      country valid country code not required empty
      phone numbers not required empty
      note text not required empty
      tag text. To add more than 1 tag to a single contact, separate the tags by "," or ";" with no space. not required empty

       Example

      Step 2: Verify your data and consider the following points 🕵️

      • Email is the primary identifier of a contact. If a contact is imported without an email and then an email is used by the donor to make a payment, they will have 2 contact pages.
      • If you do not have other non-required information, simply leave the cells empty. 
      • It is not possible to add columns to the template. Any custom-added columns will not be imported.
      • If you have additional information on donors (phone number, birth date, spouse name...), you can include it as a note.

      Step 3: Initiate your import ⬆️

      To import your data, go to "my contacts" in your dashboard and click on "add contact" in the top right of the page. Then, click on "import."

      On the next screen, select the "contact" import and click on "start import" to select your file.

       
      Click on "add an .xsl file" and select the file you're like to upload. Once your file has been uploaded, click on import.
      If your file has the correct formatting, the import will be processed directly. Look for a green banner in the bottom left corner of your screen, confirming the success of your import. Your contacts will become available under "contacts" > "my contacts" within a few minutes.

      Receiving an error message? ⚠️

      Some of your data may have been formatted incorrectly. The error messages will be phrased as follows: 

      Row: [X] - refers to the row in which the error is situated

      Column - refers to the column in which the error is situated

      Type error - will outline how the data does not comply with our requirements.

      In the above example, the error is situated in row two, in the column lastName. The error type is that this mandatory column was left empty. To resolve the error, make sure that the corresponding field is populated.

      Common error messages are as follows:

      Type error: "Empty" - A mandatory field was left empty and needs to be populated. To resolve this, make sure to populate the field in question.

      Type error: "Invalid format" - The data does not correspond to our requirements. To resolve this, make sure to go back and read our import requirements mentioned above to make sure your data complies. Common format errors per column include:

      • Email format errors: the field does not contain a valid email address in the format abc@abc.com

      • Language format errors: the language field contains information other than "EN" or "FR"

      • Country format errors: the country field contains an invalid country code. Country codes are internationally recognized codes that designate every country with a two-letter or three-letter combination (for example CA, US, FR). A comprehensive list of valid country codes can be found here: Country Codes.

      File is too big. Please try again with a smaller file. Your import contains too many rows for one import. We suggest splitting your import into multiple files with a maximum of 5000 rows per file.

      File contains too many rows. Please try again with a smaller file. Your import contains too many rows for one import. We suggest splitting your import into multiple files with a maximum of 5000 rows per file.

      Unknown error. Contact us through the chat or at contact@zeffy.com for more information.",
       
      Made a mistake? ✏️

      Mistakes happen – you can always edit individual contacts under contacts > my contacts. If needed, you can delete your entire import. Contacts that were part of a specific import that also had other transactions in Zeffy will remain in your account.

      To delete an import, go to my payments > import. You should see a list of all the imports completed in your account. 

      Click on "delete" to the right of your import in question and the import will be undone.