How Existing Prospects Are Updated During CSV Imports

When you upload a CSV file, you might be wondering what happens if some of those prospects are already in your campaign. You may also want to know whether the information in your CSV can fill in missing details, such as email addresses or phone numbers.

The answer depends on your campaign type and the fields being updated.

How We Identify Existing Contacts

Our system uses different unique identifiers depending on the campaign type:

• Multichannel (Social + Email) campaigns: Social URL is used as the unique identifier.

• Email-only campaigns: Email address is used as the unique identifier.

What Happens When a Match Is Found?

If a prospect from your CSV matches an existing contact based on the campaign's unique identifier:

• The work_email value from your CSV overwrites the existing work email assigned to the contact, or creates a new one if the contact doesn't already have a work email.

• Most other fields in your CSV are overwritten with information coming from automated enrichment.

• Custom fields and work_email are treated differently and are not overwritten by data later pulled from the Social Platform.

Best Practice

For the most reliable results, we recommend storing email addresses in the work_email field. Unlike the standard email field, work_email is preserved and won't be overwritten by data imported from the Social Platform later on.