This feature is only available to Admins
To do an Entity Upload, you first need a CSV with each individual in a distinct row. For information on creating a CSV from an Excel list, use the instructions in this guide. Your file can (but is not required to) include the any of the following columns:
Up to 4 Custom IDs
First Name or Full Name (required, depends on entity type)
Email Type (must be Home or Work; if not included Email is defaulted to Home)
Phone Number Type (must be Cell, Home, or Work)
Phone Number Extension
Address Line 1
Date of Birth (dd/mm/yyyy)
Once you're file is ready, go to menu button in the top right and click Uploads:
Once in Uploads, select the New Upload button on the right:
At the top of the next screen, you'll see tabs for People, Info and Jobs Uploads. By default, People is selected. Below people, there's a box to Browse for a file or drag and drop one. Click on Browse to open the file you want, or drag it from your computer into the box:
Once you've selected the file, you'll be prompted to select the campaign you want to upload the file into:
After that, you'll be asked which entity type you're loading:
Once you've selected the campaign, the list of columns will appear with the option to map each of the columns with it's associated value. Some columns may automatically map based on their name but can be changed if needed:
Once all the fields are appropriately mapped, select Process Upload at the bottom of the page. Once the upload is finished processing, you will get a notification at the bottom of the page, that you're upload is ready. You can also check the upload status by going back to the Uploads page from the menu:
When the upload is ready, the status will read as Needs Confirmation. Click on Needs Confirmation to finish processing the upload.
To finish the upload, review and check the boxes for to acknowledge that the upload is correct. Please note uploads cannot be undone once processed.
If you ever need to download the file again, head back to the uploads menu and click where it says CSV and it will automatically download the file.