Uploading Contacts via CSV

Autobound’s CSV import wizard lets anyone import contacts into Autobound.

Intended Audience:

• Autobound members

• Autobound admins

Jump to article section:

- Basic setup

- Duplicates

- Considerations for teams

- BCC'ing to your CRM

- Required & recommended fields

- List of all fields

Setup

1. Go to Settings → CSV Import

2. Click Import CSV at the top-right of the screen

3. Map your contact data to the respective CSV columns by using our guided editor

4. Press import

5. Once complete, users should see a list of contacts on the Persona or Contact Suggestion Rules pages (example below)

For Hubspot, Groove, Pipedrive, or Copper CRM users

Include the contact URL in your import. Doing so enables:

1. Within the Autobound web app, a small icon will appear next to each contact’s name, enabling users to instantly navigate to that record in your CRM

2. Soon, Autobound’s Chrome Extension will dynamically load insights and suggested content alongside a prospect’s record, when you open that record in your CRM

Duplicates

Autobound won't import duplicate records if they share the same email. Records that share an email will be updated with new values provided by the CSV import. If columns are left blank, the record won't receive any updates for that field.

For teams also using Salesforce, Autobound will prioritize the Salesforce record if there is a record imported from both Salesforce and CSV.

For teams

If you’re working from an organization with other users, you should ensure that you’re not importing the same contacts for different users. There are a few reasons for this

1. If user A imports a CSV, only user A will be suggested contacts that they uploaded

2. If user A imports a CSV, and emails a prospect, then user B imports a CSV including that same prospect, Autobound won’t take users A’s email into consideration

Adding a BCC address

Most CRMs allow users to log emails and associate them to a contact record by adding a BCC address to outgoing emails. Check your CRM’s help documentation on how to find the BCC address.

1. Log into Autobound → go to General Settings

2. Add a recipient, and paste your BCC address

3. Click save changes

Adding a BCC address isn’t needed for Salesforce users, and will actually cause duplicate tasks to be created.

Required fields:

• First name

• Email

• Company name

Highly recommended fields:

• Domain (this is required for 3rd party data work for a company)

• Job title (used for persona specific messaging)

• Industry (used for persona specific message and win stories)

List of available fields through CSV

If we don't have the field you are looking forward to, you can always map your data to a field you do not need. Just make sure to pay attention to the field data type.

And if you need additional contact records purchased, please reach out to us: support@autobound.ai (or through the chat!)

Happy selling!