Import bulk contacts from a CSV file and map the additional fields. The importing process makes it super easy and fast for your to get your contacts inserted into Cherub within few minutes.
Menu Navigation: Contacts – Import Contacts
Step 1
| Field | Description |
|---|---|
| File Source | Upload a CSV file from your computer or choose a file from already uploaded files to the server Upload Directory: Files can be uploaded to /storage/{userid}/files/imports/subscribers |
| Select File | Select the file from your computer or from the server (depending upon the selection you made above) |
| Contact List | Select a contact list you want the contacts to be imported in |
| Format | Which version of the email/broadcast these contacts will receive i.e HTML or TEXT |
| Confirmation Status | Import these contacts with a confirmed status so they receive your emails smoothly |
| Contact Status | Import these contacts with an active status so Cherub doesn’t filter them out before sending emails |
| Header Included | Whether the first line of your CSV file contains a header or not. If yes then Cherub skips the first line during import |
| File Format | Choose the format of your file you are importing |
| Duplicates | If duplicates are found, do you want Cherub to skip duplicates or overwrite the previous contacts with new info |
| Import Speed Booster | Increase the import speed up to 4 times by opening parallel sockets |
Step 2
Note!
The headings on the left side you see are the contact lists fields (additional/custom fields) and the placeholders in the dropdown you see are the headers (first row) of your file that you are importing. Cherub is smart enough to auto-map the custom fields with your file headers but still, you can remap them according to the need.
Field Types
| Field Type | Description |
|---|---|
| Email Address | It has to be a valid email address, otherwise Cherub will skip this row considering it as invalid contact |
| Country | Cherub recognizes countries shortcodes and maps them accordingly e.g US, PK, FR, etc |
| Text | Text field accepts any value (alphanumeric, special characters, etc) |
| Numeric | This field accepts an only numeric value (i.e 0-1) |
| Checkboxes | This type of field allows to select multiple options from the list of preset values |
| Radio Options | This type of field allows to select a single option from the list of preset values |
| Dropdown | Select an option from the list of pre-entered options |
| Multiline | Accepts multiline value e.g Address etc |
| Date | This field type just accepts date format. Moreover, you need to map it with the correct date format as appear in your file |
| JSON | This field type can carry JSON strings that can be used for deep segmentation |
Override Creation Date
In some cases, you may need to override the creation date of the contacts that you are importing to match with your database. It is useful when you have triggers and drips running based on the contact’s creation date.
Step 3
Note:
The import starts when the cron executives so you don’t have to worry about why the progress bar isn’t moving ahead.
- Total Contacts: It tells you the total contacts found in the file you imported
- Imported Successfully: The number of contacts that were imported into the contact list successfully
- Duplicates: Gives you the number of contacts that were found more than once
- Invalid: The number of rows that had an invalid value or email address Download! You can download the duplicates and invalid contacts that Cherub had skipped during the import
Things to keep in mind
- The file size you are uploading should be lesser than the value set for upload_max_filesize in the php.ini file
- The file extension should be a supported extension by Cherub.
- The import starts when the cron executes so you don’t have to get panic why the import isn’t starting.
- Once the import has been started, you can navigate away from the page to close the page as the import process runs serverside.