Skip to main content

Importing contacts

Import contacts into Zigaflow from a spreadsheet, match only the columns you need, and save the mapping to repeat the import later.

You can use this to import contacts at companies. You can also import contacts not associated with a company. In this case, import without a company column, or if there is a mix of company and non-company contacts, leave the company cell empty.

If a company does not exist in Zigaflow, it will be added by this import process.
​
​

Upload your import file

1. Click on the Cog

Dashboard top toolbar with the settings cog icon highlighted, beside the notifications bell and user menu

2. Click "Import Center"

Settings menu in Zigaflow with Import Center highlighted in the left sidebar, below Financial Settings and above Integrations

3. Click "Contacts"

Import Center with Flexi selected, highlighting the Contacts tab beside the Flexi Import Items upload panel

4. Drag and drop the import file here

Flexi Import Contacts Step 1 of 3 with the Select Files or Drag & Drop Here button highlighted to upload the template

Match fields and import

5. Match the files in the import file to the fields in Zigaflow

Import mapping Optional Fields with "first" typed in the Forename row's Zigaflow Field dropdown and First Name highlighted

6. Only the fields you want to import must be matched. Unmatched columns are ignored. When this is done, click on "Next"

Flexi Import Contacts step 2 of 3 with spreadsheet headers mapped to Zigaflow fields and the Next button highlighted

7. The import will inform you how many were updated and how many were added as new contacts. To use this mapping another time, enter a name and click "Save Mapping"

Import Complete screen showing contacts created, with a mapping name entered and the Save Mapping button highlighted

Repeating the import using the mapping file

1. Drag and drop a file as before. On this screen, click "Select previous mapping"

Flexi Import Contacts step 2 of 3 screen with the Select previous mapping dropdown highlighted above the field mapping tables

2. Select the required mapping

Contacts import mapping screen with the Select previous mapping dropdown open and the On-boarding option highlighted

3. Click "Next" to complete the import

Contact import field mapping showing Company, Forename, Surname, Telephone and Email, with the Next button highlighted
Related Articles
Did this answer your question?