Help centerGetting StartedImport recipients

Import recipients

When adding more than a few recipients it might be more convenient to import them from a file. Here is how Zelo's import functionality works.

What can be imported?

You can import a list of recipients, including their email, phone and attributes. The list can be either a xlsx-file or a CSV-file.

Required fields for import:

  • First name
  • Last name
  • Email

Optional fields for import:

  • Phone
  • Title (must be switched on manually via support).

Attributes:

Attributes varies in different accounts. The import function will match the table headers after the "title" column to attributes in your account. This means that if your account is set up with "Role" and "Location" attributes, you can include these as separate columns after the "title" column.

The next columns in this example would then be:

  • Role
  • Location

Example of structure:

How to import:

  • Prepare an Excel-file or CSV with the structure described above.
  • In Zelo, navigate to "Recipients"
  • Click on the "Import" tab
  • Upload your file.
  • Review the data in the table to check that it looks like intended from the file.
  • Click "Import recipients"
  • Recipients imported!

Be aware of duplicates. If there are duplicates in the list, or some of the users in the list already exist in Zelo, the import will not be successful. Duplicates are checked by email addresses.

Simen Ytre-Arne
This article is written by:

Simen Ytre-Arne

Head of Product

Simen is the Founder and Head of Product of Zelo, a B2B SaaS that helps managers reach and engage their employees without the burden of silo communication systems.

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