Importing contacts into Zeffy

You can easily import your supporters' contact data into Zeffy in a few quick steps

How to import contact information into Zeffy

It is possible to import existing contact data into Zeffy such as donor name, email, phone number, address and preferred language. Additional notes and tags can also be imported using the import function.

The video below shares the steps to take to import contacts into Zeffy. If you prefer written instructions, please proceed to read the options for importing below. 

To begin a contact import:

1. Login to your Zeffy account and go to 'Newsletter" > "Contacts" 

2. In the upper right hand corner, select "Add contact" and select "Import contacts"

Import contacts using an import file 

When selecting the "Import a file" option, you will have the option to "Upload a file" or to "Manually enter data"

Upload file 

Here are the steps to follow to import your data using an existing spreadsheet:

1. Select "Upload file" and choose your xlsx. file from your list of files available on your device. After you select the file, wait to see the "Job completed" status update in the top right corner. You will see a success message when your file has finished uploading. 
2. You will be asked to review and confirm the mapping of your spreadsheet columns to the respective destination fields in Zeffy. Please refer to list of data fields available in Zeffy below to find out what fields are available for mapping. 
3. Once your destination fields have been confirmed, click "Continue" in the top right corner.
4. The final mapping to our embedded workbook will be completed for you. Please review the data and click "Submit" when you're ready to import. 
5. When the import is complete, you will be redirected to your contact list and a confirmation of the number of successfully imported contacts will appear on your screen. The contacts will be automatically tagged with the format "Import [month/day/year] for easy retrieval of your lists. 

The following are the data fields available for mapping in Zeffy: 

1. First Name - ⚠️ Splitting data isn't possible once it has been uploaded. Please keep the contact first name in a separate column than their last name for easy importing.
2. Last Name - ⚠️ Splitting data isn't possible once it has been uploaded. Please keep the contact first name in a separate column than their last name for easy importing.
3. Email - The primary identifier of a contact in our CRM is the email address. Please add one per contact. If you have alternative emails for the same contact, you can have duplicate contacts, or add their other email to the "Note" column.
4. Language - Supported values: EN/FR/ES
5. Address
6. City
7. Region
8. Postal Code
9. Country - Supported values: CA, US
10. Phone
11. Note - The note field is an open field where you can add contact-specific comments.
12. Tags - Tags are helpful for segmenting your contacts in Zeffy and creating mailing lists. All imported contacts will be tagged with the date they were imported into Zeffy.
13. Company name

Manually enter data

When selecting the option to manually enter data, you will get access to our embedded workbook. All data fields are optional. 

The workbook will indicate errors in red if it is not formatted properly. 

To upload the data, select the "Submit" button in the top right hand corner. 

Once the import is complete, you will be redirected to the Contact tab. A green notice confirming the import was successfully completed should appear. 

Paste contacts in to Zeffy

This option allows you to simply paste in email addresses from an external list. This method is effective for importing email addresses into Zeffy only. Any additional contact information you obtain from contacts imported in this manner can be added to their respective contact pages at any time.