Step 1: Click Start Import
Navigate to the Audience section and click Import, then select Start Import to begin.
Step 2: Choose and Upload Your File
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Click Choose File to upload your CSV or Excel file (.csv, .xlsx, or .xls)
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Drag and drop your file, or browse your computer to select it
File Requirements:
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File size limit: 20MB
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Accepted formats: CSV, Excel (.xlsx, .xls)
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First row should include column headers
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Avoid special characters in column names
Optional: Download our CSV template to simplify formatting.
Step 3: Click Next to Begin Field Mapping
Step 4: Field Mapping
Match your columns to Pollen’s contact fields.
⚠ Important Notes:
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You must map at least one contact method (Email or Phone)
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You must indicate Marketing Subscription preferences for each contact
(e.g., whether they’ve opted in to receive marketing messages)
💡 AI-Enhanced Mapping:
Use our AI Assistant to speed up the process:
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Smart Detection of unmapped columns and auto-creation of custom fields
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Marketing Compliance flag to meet opt-in requirements
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Type Intelligence to detect data formats (dates, phone numbers, etc.)
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Persistent Storage of custom fields for future use
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Validation of unique contact info (email/phone) per entry
Step 5: Contact Validation
- After mapping your fields, Pollen will check your data for errors.
- You’ll have a chance to review and fix any issues before completing the import.
If you need help formatting your file or correcting validation errors, reach out to our team at support@pollensocial.com.