There are multiple ways to add contacts to your Distrobird dashboard. If you’re looking to upload a list of contacts in bulk to your Distrobird dashboard, importing them via a CSV file is the way to go.
Follow the steps below to get started:
- On your contacts page, click on the Actions button on the top-right corner of the page, then select Import Contacts. This will open up the Import Contacts modal
To validate your contact’s email addresses, toggle on the validate email option.
You have the flexibility to determine which teams or individuals should be granted access to the contacts on the list you're importing by managing visibility. To do this, click on the Manage visibility dropdown and select the teams or members who should be given access to the contacts uploaded.
Please be aware that depending on the size of your CSV file, the upload process may take a few minutes. You can monitor the status of your uploads by navigating to the Settings page and then selecting Import History from the Your Data section in the sidebar.
Updating Existing Contacts
To update existing contacts, simply import the updated information using a CSV file that includes matching email addresses or phone numbers. In our system, these email addresses and phone numbers serve as unique identifiers. If the email addresses or phone numbers you import are not already present in your contact list on your dashboard, our system will create new contacts for them. However, if the imported email address or phone numbers already exist in your contact list, the system will seamlessly update the contact with the new data you've provided.
If you have additional questions about importing or updating your contacts, please feel free to reach out to us at email@example.com; a member of our team will be happy to respond to your questions and resolve any issues you might be experiencing.