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Uploading Contacts: Choosing the Right Option

When you're ready to upload contacts into Stack, you'll find several options available. Let's break down what each option means so you can choose the one that best fits your needs.

Upload Options​

1. CSV File Upload​

If you have a list of contacts stored in a spreadsheet, the CSV (Comma-Separated Values) file upload is your go-to option. This method is perfect for importing a large number of contacts at once. Here's how to do it:

  • Prepare Your CSV File: Ensure your file is formatted correctly, with headers that match the fields in Stack. Common headers include First Name, Last Name, Email, and Phone Number.
  • Upload the File: Navigate to the Contacts section in Stack, click on the "Upload" button, and select your CSV file.
  • Map the Fields: Match the columns in your CSV file to the corresponding fields in Stack to ensure data is imported correctly.

2. Manual Entry​

For adding a small number of contacts, manual entry is a quick and straightforward option. Simply:

  • Go to the Contacts section.
  • Click on "Add Contact".
  • Fill in the contact details in the provided fields.

3. Integration with Other Platforms​

Stack offers integrations with various platforms, allowing you to sync contacts directly without manual uploads. This is ideal if you're using third-party services to manage your contacts. Check the Integrations section in Stack to see available options and set up the connection.

Tips for a Smooth Upload​

  • Check for Duplicates: Before uploading, review your contact list for duplicates to maintain a clean database.
  • Verify Data Accuracy: Ensure all contact information is accurate and up-to-date to avoid errors during the import process.
  • Use Tags: Consider tagging your contacts during upload to organize them effectively for future campaigns.

By understanding these options and tips, you can efficiently manage your contact uploads in Stack, ensuring your database is organized and ready for action.