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!