Here are some frequently asked questions about importing prospects. To learn more see Prospect Import Explained and Bulk Import Prospects to Your Program.
After an import, the Upload Summary screen will inform you whether your prospects file was submitted successfully for processing or not. This indicates that your file passed an initial validation but doesn’t guarantee that all prospects were imported successfully. After your import is processed, you’ll receive an email with a summary of your imported prospects, showing which prospects were successfully imported and if there were any errors that need fixing.
If an existing impact.com partner account is found, the partner’s name and email will be updated to match their current account settings. Your imported contact email will still be retained and displayed as a custom contact on the partner’s slideout. You will see the matched partner name and ID in the success file for both normal imports and dry runs.
Some prospects you import may already have a direct partnership with another brand on impact.com, but the email address associated with their account will be obfuscated, and will only become visible once you’ve joined into a partnership with them. You can still contact these partners via email workflows, which will send an email to their custom contact.
If a prospect you import is matched to the wrong partner account, it is possible that the partner has multiple accounts with impact.com. You can still contact the partner via email workflows as the custom contact you’ve uploaded during the import process will be used. This mismatch occurs when a partner has multiple accounts (for example, for different regions). Our system automatically links to their most active account by default.