Daisychain CSV Imports

You can easily add people to your Daisychain through CSV uploads.

Importing people into Daisychain is easy

First, navigate to the "People" section of Daisychain.
Then, click the button with three dots and click "Import CSV":

You'll then be guided through the four step upload process:
1. Upload. In this step, you'll either drag-and-drop your CSV file onto the upload area, or you can click it to select the file from a folder on your computer. Note that Daisychain only accepts CSV files (not Excel files), and that you'll want make sure the column headers in your template file exactly match the standard fields and the identifiers used for any custom fields.
  
  In Step 1, you will also name your file, which can be useful if you want to help remember the source of lists of people, or keep a record for others on your team.
  1. You can search by this name later!
2. Map Fields. This step is where you can look at how your fields are being mapped and identify any problems before proceeding to the actual Import step. You can adjust how fields are mapped on this step as well.
3. Settings. This step will allow you to adjust certain settings, like auto-mapped countries and whether or not you'd like to overwrite existing data
4. Import. On this stage you'll see any import errors and your import's stats.
After your import is complete, you can press "Continue" to take quick actions like adding the people you imported to a Pathway or targeting them in a Campaign.

Note: If any of rows in your CSV contain cells with invalid values (i.e. malformed email addresses, non-existent postal codes, etc.) Daisychain will reject the entire row so that you can fix the errors and re-upload those people with valid data. Any valid rows in that CSV will be processed and imported normally.