CSV UploadLast Updated: August 10, 2018
New to Drift or just trying to add some new contacts? We makes it easy to transfer your data over!
Simply upload your CSV file into your contacts. Here’s how to do it...
Select Upload ContactClick on the contacts tab of your left sidebar on your Drift account. This will bring you to the page of all your contacts. On the top of right of this page, there is a button with a downward facing arrow.
Click this button and select Upload Contact from the drop down menu.
Please note that the CSV file uploaded must have a column for email or userID.
Map Columns to Attributes
Any column or Drift Attribute can be manually changed. Attributes can be edited through the drop down menu under the title Drift Attributes. Either click the downward facing arrow to expand the menu or click the “X”, clearing the text field and allowing you to type the name of the attribute.
Finish Import Once you are happy with your attribute, click the green Finish Import button on the top right corner of your screen to upload your data to your contacts.
Once everything is uploaded, you will be able to access all of this new data in the Contacts page.
Side note: If there is an error with the download, go to the Contacts page, and click up on Imports. Once you are there scroll to the date of the import and see what contacts made it and what ones did not.
If you run into any trouble, let us know. We’re here to help.
Not using Drift yet? Get your free account here.