Adding New Contacts to Pest AI via Import

This guide walks you through every step of importing new contact details into Pest AI, ensuring your database is always current and comprehensive.

1. Start by accessing your list of contacts.

Begin by navigating to the 'Contacts' section within your Pest AI account. This area serves as the central hub where all your contacts are managed.

1 Click on "Contacts".

2. Next, importing additional contacts.

Proceed by selecting the option to import additional contacts. This will enable you to add new entries to your contact list efficiently.

2 After, click on the element.

3. Proceed by uploading a file with contact details.

Upload the file containing the contact details you wish to import. Pest AI allows for various file formats, typically CSV or Excel, ensuring flexibility in how you bring in data.

3 Then, click on "Upload a file".

4. After uploading, move onto the next step.

After successfully uploading your file, click to progress to the next stage of the import process.

4 After that, click on "Next".

5. To streamline the process, skip the columns that don't match

Opt to skip columns within your file that do not match the predefined fields in Pest AI. This step ensures only relevant information is imported.

5 Click on the element.

6. Then, continue onward to the following step.

Proceed to the next step, preparing for further customization and confirmation of the import details.

6 Afterwards, click on "Next".

7. At this point, feel free to adjust the name of the import.

Modify the name of the import if necessary, which can help in tracking or categorizing the batch of contacts you're importing.

7 Afterwards, click here.

8. Now, you can decide whether to create a new contact list.

Determine whether the imported contacts should be grouped into a new list. This is particularly useful for segmentation and targeted outreach.

8 Click on the element.

9. Delve into more options for the newly imported contacts.

Delve into more settings and options for the imported contacts, allowing for greater control over how the new data integrates with your existing list.

9 Afterwards, click on "Advanced".

10. Now, choose to add a new contact record.

Confirm the action to add a new contact record for each entry in your imported file, expanding your database.

10 After that, click here.

11. Decide if you need to identify existing contacts for updates.

Decide whether the import process should also seek to identify and update existing contacts based on the new information.

11 Click on "Email".

12. If needed, move ahead and add second preferences.

If updating existing contacts, specify any secondary preferences for identifying matches, enhancing the accuracy of updates.

12 Click on "Add Second Preference?".

13. Now, consider adding specific tags.

Apply tags to the newly imported contacts, facilitating easier management, segmentation, and targeting in future campaigns.

13 Click on the element.

14. From here, opt to add new contacts to Workflow/Campaign.

Choose whether the new contacts should be automatically added to specific workflows or campaigns, streamlining your marketing automation efforts.

14 Next up, click here.

15. Don't forget to click this checkbox to confirm.

15 After, click on "Submit".

16. After, click on "Submit".

Finalize the import by clicking 'Submit'. This action initiates the addition of new contacts into your Pest AI database.

16 Upload

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Adding New Contacts to Pest AI via Import | Pest AI