Admin: import contacts

Mural board

User journeys

As an admin I want to...

• Support

  • have a quick way to get help because I don't understand files

  • help because I don't know how to import contacts

  • deliver a perfect CSV file in order to have the perfect import

  • be able to match columns on behalf of someone I'm helping

• Import > ask if admin is importing just contacts or members with contributions

  • sync contacts with another platform

  • create a segment for the contacts I'm importing > Could this be solved with tagging?

  • add extra info from an older DB to my existing contacts

  • do add my contacts to my newsletter list so I can email them

  • do a test import just to see how it would look like

• Previewing

  • immediately see problems/missing info

  • know which contacts are missing information (example: no email)

  • see a preview of the changes that will happen so I'm confident in the process

• See changes

  • see all the contacts I've just imported in order to be sure it worked correctly

  • find my recent import easily in order to see if it worked

  • get a thumbs up for importing contacts successfully

  • delete the contacts I imported because it was a mistakeAs an admin I want to delete the contacts I imported because it was a mistake

• As an admin I want to find duplicates in order to get rid of them -> should this be a feature for Contacts?

General criteria

• contacts vs paying members

• GDPR notice when importing contact data