Efficiently Adding and Updating Contacts via Import in Pest AI | Pest AI

Efficiently Adding and Updating Contacts via Import in Pest AI

This guide provides step-by-step instructions on how to seamlessly import contacts, ensuring your database remains current and comprehensive. Whether you’re consolidating lists from various sources or updating your contacts with new information, follow these steps to streamline your contact management with Pest AI.

1. Navigate to your contact list.

Begin by navigating to your contact list within Pest AI. This central hub is where you will manage all your contacts.

1 To start, click here.

2. Select the option to import contacts.

Look for and select the option to import contacts. This feature allows you to add bulk contact information into your Pest AI account.

2 Click here.

3. Upload a CSV file with contact details.

Prepare a CSV file with the contact details you wish to import. Click to upload this file when prompted. Ensure your CSV file is formatted correctly to match Pest AI' import specifications.

3 After, click here.

4. Proceed to next step after uploading the file.

Once your file is uploaded, click to proceed to the next step in the import wizard.

4 Click on "Next".

5. Enable the option to avoid importing data in unmatched columns.

Enable the option to avoid importing data from unmatched columns. This ensures that only relevant data is imported into your contact list.

5 Click here.

6. Continue to the next step.

Click to continue after making the column selections. This moves you further along in the import process.

6 Click on "Next".

7. Adjust the 'Import Name' as desired.

You have the option to adjust the 'Import Name'. This can be useful for tracking the source or purpose of this import batch.

7 Click on the element.

8. Choose to create a new contact list from the import, if necessary.

If desired, you can choose to create a new contact list from your import. This is useful for segmenting contacts based on the import batch.

8 Upload

9. Explore more options for your imported contacts.

Pest AI may offer more options for managing your imported contacts. Take a moment to explore and select any that apply to your needs.

9 Upload

10. Confirm the action to add new and update existing contact records.

Confirm the action to add new contacts and update existing contact records. This step finalizes the data import process.

10 Click on "What do you want to do with contact/s in the .csv file?".

11. Locate existing contacts based on parameters like Email, Name, Phone, ContactID.

Pest AI will locate existing contacts in your database based on parameters like Email, Name, Phone, or ContactID. This allows for accurate updates to current contacts.

11 Afterwards, click on "Email".

12. Decide if you wish to add a second preference.

Decide if you wish to add a second preference for matching existing contacts, such as an additional unique identifier.

12 Once that's done, click on "Add Second Preference?".

13. Tag contacts by clicking the relevant option.

Consider tagging your imported contacts to categorize them effectively within your database.

13 Click on "What do you want to do with contact/s in the .csv file?".

14. Assign imported contacts to specific workflows or campaigns if desired.

Optionally, you can assign the newly imported or updated contacts to specific workflows or marketing campaigns.

14 Click on "What do you want to do with contact/s in the .csv file?".

15. Finish the process by submitting your changes.

Finish the import process by submitting your changes. This action adds new contacts to your list and updates existing ones with new information.

15 Click on "Submit".

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