Import Contact with Persona

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sberry11
Contributor

I want to add personas to an excel list of new contacts I'm going to upload. I want to add as much info to the spreadsheet as I can so it fills as many fields as possible. I can't find anything about indicating personas. I know my column header has to be "hs_persona" to match the internal field, but I can't find what value to indicate in every square. Do I put "Operations Oliver" which is the name of a persona or "persona_10" which is the internal value (but isn't too intuitive when filling out a list of over 500 contacts)?

 

thnx

sarah

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Accepted Solutions
Tnichs
Solution
Top Contributor | Platinum Partner

Hey Sarah,

 

The label (Persona name) should work.  But you could test it first by uploading one or two test records.

 

Trevor


klood digital, creating gameplans for SaaS Success

View solution in original post

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Tnichs
Solution
Top Contributor | Platinum Partner

Hey Sarah,

 

The label (Persona name) should work.  But you could test it first by uploading one or two test records.

 

Trevor


klood digital, creating gameplans for SaaS Success

View solution in original post

0 Upvotes