Instead of importing contacts as a CSV, TXT or XLSX file, you can copy and paste contacts from various sources.
Head to the Contacts tab in the top-left and click Import to begin importing contact details into Zeffi. Next you can choose whether to do this by copy-pasting or uploading a file. The process is otherwise entirely the same so you can follow the following instructions no matter which method you choose.
Importing contacts
First copy your contact details that include at least an email address, first and last name. You can also include phone numbers and any other data you might want to use later for filtering your results. You can separate different info with spaces, tabs, commas, whatever you like. Don't worry about naming the columns, we will do that later. Copy the information and paste them to the input area under the title Copy/paste from file. You will need to check 'I have read and understood the DPA.' before continuing. Then click Next.
On the next tab, Settings, select the Delimiter used in the data. That can be either comma, tab, space, semicolon or any other mark, which is defined in the section Others. Zeffi will do its best to guess what you are using and is generally correct.
If the first row of the data contains a header, tick on the section First row contains header. There's also a few other options you can change but generally don't need to. Continue importing contacts by clicking Next.
On the next part, you map your contact data to Zeffi data fields. Data in Unmatched Columns will not be imported. Zeffi again does its best to guess what data you are importing and generally recognises things like email addresses and phone numbers. If something is wrong you can Edit the field. Data can be skipped to choose to not import it. Unmatched columns should be edited to match them to some field in Zeffi.
The following view will open when you edit a column:
Here you can map the column name to some data field in Zeffi or you can create a new column if you don't have a fitting field for the data you are importing. If you create a new column name you will need to give it a Field type: this simply means selecting whether the data in the Field will be text, an email address, numbers, or a phone number. After you have given a name for each column, press Next.
On the Review tab, you can check that all the information is right. Please, also define if you want to use an existing list, create a new list or not to use a list at all. Typically you should use a list as it is much easier to select a list of people to send a survey to than to select them one by one by hand. Your list could be something like Q1 HR survey or Customer Survey Respondents 2025. Select what will be done for duplicate contacts (Update, Replace or do nothing. Updating contacts will add new information to existing contacts). Then click Import contacts and new contacts will be imported.