Add or Update Contacts

Overview

This article covers how to add individual Contacts and add or update Contacts in bulk.

Manually uploading Contacts is useful when you have users you'd like to see in Common Room that are from an unsupported signal or you simply want to update existing Contacts with additional custom information. Common Room provides two ways to manually add Contacts today.

Add a Single Contact

1. Open the Contacts page and select + Add new Contact in the top-right corner.
2. Enter the Contact details: only a full name and one contact method is required.
3. Click Save to add the Contact.

Add or Update Contacts in Bulk

1. Open the Contacts page and select + Add new Contact in the top-right corner.
2. Select bulk add or update Contacts from the popup window.
3. Configure options to add Contacts to a segment and/or add an Activity for Contacts.
4. Upload your data using an approved file type that follows our formatting template.
   

   You can upload .csv, .tsv, .xls, .xlsx, and .txt file types.

5. Match Contact data to existing Contact fields in Common Room.
6. Review Contact data prior to completing your import.
7. Complete your data import after you've matched and reviewed your Contact data.

FAQ

A company was pulled in as a Contact in my Common Room. Why did that happen and how can I fix it?

If a company has an account on X/Twitter or LinkedIn that makes posts that mention a keyword being tracked by your X/Twitter or LinkedIn signal that company would be pulled in as a Contact in Common Room. If you'd prefer to not see these Contacts in the platform, you can choose to "Hide" them.