Xplor Growth automatically syncs contacts from your booking software. If you have contacts outside of that system, you can manually upload them, and they will appear in your All Contacts list along with synced contacts. If a contact already exists, the system will recognize it and prevent duplicates.
Adding contacts to Xplor Growth will not automatically create accounts in your booking software.
There are two options for manually adding contacts to your account:
Adding a single contact
Uploading a list using a CSV file.
Adding a Single Contact
To add a single contact to your All Contacts list, navigate to the Contacts tab in the navigation menu.
Then click Add Contacts in the top-right.
Scroll to the "Add a single contact" section > enter the contacts> Add Contact.
If a manually uploaded contact later creates a booking profile with the same email, Xplor Growth will combine the two into a single contact.
Adding a List of Contacts
There are a few different occasions when you could find yourself uploading a CSV file:
Adding a list of contacts to your All Contacts List
Adding a list of contacts to a specific segment
Adding a list of contacts to an auto-campaign
File Format
Your file needs to be formatted correctly and saved as a .CSV to accomplish a successful upload. The headers need to be typed in the exact order, spelling, and spacing:
Column A (Required and must be the first column)= Email
Column B (Required) = First Name
Header is required but does not require content
Column C (Required) = Last Name
Header is required but does not require content
Column D (Optional) = Phone
Delete this column if blank
Country codes are required, but WITHOUT the "+" before it
Click the link to download the file in the correct format.
Add Contacts Steps
Once you have created, formatted, and saved your CSV file, you can begin the upload process by navigating to the Contacts tab in the navigation menu.
Then click Add Contacts in the top-right.
Under the "Manually add and import contacts to your account" section, navigate to Upload from CSV > click Browse Files to search for your CSV > select the CSV from your computer > click Upload CSV.
Once you've uploaded your CSV, you should receive a success message on the platform and an email letting you know when the upload is complete. Once complete, you can navigate back to your All Contacts list, and you'll see the newly added contacts there.
Upload Error
If you receive an error message when attempting an upload, it is most likely due to a formatting issue such as:
Columns are not labeled correctly, and headers are not on the first row
Extra columns included
The file is not a CSV
Email is not the first column