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Import of customers database (CSV)

With Synerise you can keep all customers’ contacts in one place – it is very important for your business. What’s more, you don’t have to worry that you will loose customers’s details acquired in other systems because Synerise enables you to import contacts from external CSV file.

Benefits

  • you will be able to easily gather all contacts in one base and adjust communication with every customer,
  • you will save your time and money by not loosing customers acquired in other systems,
  • you will be able to prepare special campaigns for imported customers, because you can  tag them appropriately during the import.

Synerise solution

You can easily import customers database in Synerise CRM by clicking Import icon at the top of the page. Import can be made in three ways – by importing pre-made CVS file, by copy&pasting information about you customers by hand and by importing contacts from other services (like FreshMail, GetResponse, MailChimp, and more).

Method 1 – CSV file

Select CSV File – some new options will appear on the screen. Simply upload your ready-made file, choose the delimeter (comma is default) and click Next.

After importing your database, you will have to define all of your attributes. To do this, simply choose the right parameter from the drop-down menus. If you can’t find the attribute you are looking for (like shoe size or policy number), just create a new one. You can also skip the parameter you don’t want in your base.

In the next step, you will see your import summary. Here you can easily check what was the import source and which atributes you have assigned to each column. Right under the summary, you can categorize the imported subscribers as:

  • subscribe (regular subscriber addresses),
  • unsubscribe (suppressed as blacklisted emails that will be unsubscribed from your list),
  • cleaned (addresses that have bounced too many times and have been removed from your list).

You can also add tags that will allow you to identify your contacts. You could add a tag for how you obtained their information, whether they are a customer, etc. To end the process and save your imported contacts, just click the Import button at the bottom of the page.

Method 2 – Copy&Paste

Use this method to copy every information about your contacts by hand. It is the most efficient when you have a small list of contacts.

To do this, you will have to copy and paste your contacts atributes and separate them with delimiter of your choice (comma is default). The information has to be in the exact same order for every single contact.

After importing your database, you will have to define all of the atributes. To do this, simply choose the right parameter from the drop-down menus. If you can’t find the atribute you are looking for (like shoe size or policy number), just create a new one. You can also skip the parameter you don’t want in your base.

In the next step, you will see your import summary. Here you can easily check what was the import source and which attributes you have assigned to each column. Right under the summary, you can categorize the imported subscribers as:

  • subscribe (regular subscriber addresses),
  • unsubscribe (suppressed as blacklisted emails that will be unsubscribed from your list),
  • cleaned (addresses that have bounced too many times and have been removed from your list).

You can also add tags that will allow you to identify your contacts. You could add a tag for how you obtained their information, whether they are a customer, etc. To end the process and save your imported contacts, just click the Import button at the bottom of the page.

Method 3 – Importing from other systems

To see more about importing databases from another systems, click here.

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