Formatting

Organizing and reviewing your data before importing it into Bonzo is a crucial step that can save you time by preventing errors and rework. Below, we'll explore essential spreadsheet organization techniques to ensure your data in Bonzo is well-structured and ready for immediate action.

Note: The People Tab can now be found under the "Data" dropdown in your sidebar navigation.

Best Practices for Spreadsheet Organization

Examine Bonzo's default fields to ensure your data can be mapped directly into one of these standard fields. Review this Sample CSV for default fields or export a contact out of Bonzo. To do this, navigate to the People tab, select a contact you'd like to export, and click the export button.

After reviewing these fields you can choose to create your own Custom Fields by following the steps in the section below labelled "Custom Fields"

• Make sure that each field on your spreadsheet such as, first name, last name, email, phone number, etc. is separated into its own column.
• Confirm that each contact on your spreadsheet has either an email address or a phone number. If no phone number or email is present, Bonzo will not import the contact.
• Additional contact data points such as IDs, labels, or other identifiers are placed in separate columns. During the mapping process you will be able to select one of Bonzo’s standard fields to categorize this data. Tags is a category commonly used for these types of identifiers.
• Ensure that your spreadsheet is saved or exported as one of these acceptable file types: csv, tsv, xls, xlsx, xml, vCard, ods

Once your spreadsheet is organized and prepared, follow the import process. After the import, double-check the imported data within Bonzo to ensure accuracy. You can manually make changes by clicking on a contact and editing the fields in their "Details" tab.

Creating Custom Fields & Views

Custom fields & views offer powerful customization options for tracking specific information that may not be native to the platform but is essential for your team and workflow. With no limit on the number of custom views you can create, Team Leads have the flexibility to create "Views," "Subviews," and "Fields" to ensure that every data point is organized and stored.

1. From your dashboard, navigate to the "Company" tab, and click on "Custom Fields & Views." Here you will see two tabs: "Views" and "Fields." The Views tab reveals any existing custom views and allows you to create new ones by clicking on the pink "+ Add view" button.

    

   

    

   The Fields tab provides a collection of all the unique fields that you have created or that have been shared with you.

    

   

    

   Click on the "pencil" icon to edit a field and to include it in one or multiple views

    

   

    

    

2. To create a new view, click on the Views tab and then on "+Add View." Remember, by creating a view, you are creating a new tab under which to house additional fields and data. In addition, you can make this new view visible to all members on your team, provide access based on different seat types, or, if you're a top-level user (SuperUser or Team Lead), grant access to a custom role that you've created for your organization.

    

   

    

    

   You'll also have the option to hide fields in the view if the fields are empty; preventing unnecessary clutter in your data organization.

    

   

    

3. Click "Create" to establish the view.

    

   

    

   Once the view has been created, click on the arrow icon to view and create fields and subviews for this new view.

    

    

   

    

4. Click on "+Add field" and then enter a "Field name," which will be the title of the field (e.g., First Name, Last Name, Telephone Number, Email). The "Field type" determines the field's functionality, and the "Help text" provides information that appears when you hover over the field. For certain field types, "Options" allows you to create a dropdown menu that team members can select from.

    

   

    

5. Once you've created your new fields, you can create "Subviews" to house additional fields grouped underneath the data fields you created above. Similar to views, for subviews, first create the view and then create the fields.

    

   

    

6. Once you've finalized your views, fields, and subviews, click "Create" and these views and subsequent fields will be active in the "Details" section of every contact record for you and your team.

    

    

   

    

   When you update fields in a contact record from this view or any other view, the fields will be highlighted in green, and a caution symbol will appear next to the view. This serves as a reminder to save the updated field information before navigating to another area of Bonzo. If you attempt to navigate away from the page without saving you will receive a pop-up notification reminding you to save.

    

   

   Simply click the pink "Save" button at the bottom of the page.

    

Importing

Now that you've organized and formatted your data and created your own custom fields in Bonzo, you are ready to import contacts into your People tab and kickstart communication.

Note: Import can now be found under the "Data" dropdown in your sidebar navigation.

1. From your dashboard, click on your "Data" dropdown and then click on "Import."

    

   

    

    

2. Click on "New Import," then select, "Import from file."

    

   

    

3. Here, you'll start with step 1 of the 4 step import process as outlined at the top of the page.

    

   

    

   The upload step allows you to drag and drop or click to upload your database spreadsheet into Bonzo. You can also assign the imports to a specific campaign or pipeline, although this is step is optional and can be completed once your contacts are imported to Bonzo.

    

   After you upload you database spreadsheet into the blank field, you'll see additional options appear. Pay particular attention to the first two boxes, as they will affect both the mapping and import of your data into Bonzo.

    

   

    

   "Run scrubber" is a token based feature that allows you to cross-reference or scrub your import against the national DNC list. This ensures that you only importing relevant and actionable data into your Bonzo account.
   
   "Run enrichment" is another token based feature that allows you to pull additional data from the web into your contact records (inc. address, phone number, and email). If new data is found, it will populate in the "Additional Contact Information" in your contact's record; it will not overwrite existing data. If it does not find any new data, you will not be charged for running enrichment on that contact. 
   
   

   In "Show advanced features" you are able to edit how your CSV is interpreted and processed by Bonzo.

    

4. Next, you'll need to map your fields, ensuring that each column in your file aligns correctly with the corresponding data fields in Bonzo. Verify that information such as first name, last name, and email address match up appropriately.

    

   

    

   If a line doesn’t match or is coming up blank, you can search through Bonzo’s field for the appropriate match.

    

   

    

   Once everything is properly mapped, proceed to the next screen to adjust your import settings.

    

5. On the Settings page, you can choose to share the imported contacts with specific users, tag them with relevant labels, or assign them to designated team members. These settings allow for streamlined organization and distribution of your imported contacts, but these actions can also be taken in your People tab post import.

    

   

   After confirming the settings, click "Next" to proceed to the Summary page.

    

6. On the Summary page asks you must confirm the import details and attest that the data has been scrubbed against the DNC list. Once these boxes are checked, click the "Import" button in the bottom right to officially initiate the import of your data into Bonzo.

    

   

    

    

   Depending on the size of your file, the import process may take a few moments. You'll receive an email notification once the import is completed, or you can monitor the progress directly on the import page.

Once finished, your imported contacts will be seamlessly integrated into your People tab within Bonzo, ready for further organization and action.

Note: To learn how to initiate an import from another CRM, click the link below.
Import Data from Another CRM

People Organization: Best Practices & Tips

Most Bonzo members looking to import their existing database into Bonzo will have their contacts organized in one of two ways.