What You Can Do
- Import and update contacts in bulk
- Maintain subscription and consent state
- Enrich profiles with custom fields
- Review activity via contact journey
CSV Import Basics
Required:- email column
- first_name, last_name, phone, company
- client_contact_id
- timezone
- signup_source
- is_subscribed
- unsubscribed_at
- unsubscribe_reason
- last_purchase_at
- Existing contacts are updated by email.
- New emails create new contacts.
- Soft-deleted contacts are restored.
- Invalid rows are skipped while valid rows continue.
Subscription Rules You Should Expect
- is_subscribed=false should include unsubscribed_at and unsubscribe_reason.
- Unsubscribed contacts are skipped by workflow email actions.
- Subscription state directly impacts send eligibility.
Data Quality Best Practices
- Normalize timezone and date formats before import.
- Keep external identifiers stable over time.
- Avoid frequent schema churn in custom fields.
- Run a small test import before full uploads.
Contact Journey Visibility
Contact journey combines multiple timeline entry types, including:- event
- tag_assigned and tag_removed
- workflow_execution
- campaign_recipient
- profile
- subscription
- direct_email