Imports and Contact Fields
Import contacts into SendFlow and maintain structured audience fields safely.
On this page
Overview
imports and contact fields helps SendFlow teams keep bringing audience data into the workspace without breaking structure organized inside one workspace instead of scattering setup and campaign work across disconnected tools.
Use this guide as a practical operating reference for admins, staff, and campaign managers who need repeatable workflows.
What to manage
The goal is to keep the workspace readable for the whole team while making sure the data, setup, and delivery flow stay accurate.
When ownership is clear, SendFlow becomes easier to scale across audiences, templates, campaigns, and sending infrastructure.
- Prepare source data before importing.
- Map columns to the right SendFlow fields.
- Keep optional fields useful instead of noisy.
- Review import results before the data is used live.
Recommended workflow
Use a simple operating flow whenever your team is working on imports and contact fields.
This keeps planning, review, and execution aligned before anything goes live.
- 1Clean the source file before import.
- 2Map fields like name, Email, phone, country, and job title correctly.
- 3Check how groups or tags should be applied during import.
- 4Run the import and review results carefully.
- 5Fix invalid records before campaigns are sent.
Review checklist
A short review step usually prevents configuration drift, wrong audience targeting, or noisy campaign logs later.
Ask a second team member to confirm changes when the guide affects live delivery, routing, or workspace-wide assets.
- The source file uses consistent formatting.
- Key channel fields are mapped correctly.
- Import-created groups or tags are intentional.
- Bad records are corrected before launch.
Never assume imported data is ready
Even clean spreadsheets can create targeting errors if field mapping, tag assignment, or phone normalization is skipped.