How to Import Data into ZEPIC

Sometimes, managing customer data across multiple platforms can feel overwhelming. But it doesn’t have to be. Whether you’re organizing customer details, sales data, or product information, ZEPIC helps you centralize your data and unlock powerful insights.

Here's a simple guide to help you import data through a CSV file into ZEPIC.

What You Need

Data imported into ZEPIC is preserved and managed effectively by objects. Think of these as containers that store specific types of data. For example, the Contact object holds customer information like names, emails, or phone numbers. Other objects can retain data for products, orders, or custom categories based on your needs.

When you import a CSV file into ZEPIC, the platform automatically stores the data in the standard Contact object. However, if you want the data to live in a different category, you can create a custom object and start the importing process.

Before uploading your CSV, check if it is a valid or correctly formatted file. The first row has to contain the column headings (this helps ZEPIC identify your data correctly)

Follow the below steps to import data through a CSV file in ZEPIC

1. Click on the connectors option on the left side of the platform

2. Select the Create Source button on the top right corner

3. Click on the Connect button on the Import CSV File option in the catalog

4. Input the name of the file in the “Connection Name” field and mention why you are importing the data in the “Where would you like to utilize this data?” field

5. Upload CSV: Once you click on connect you will be directed to the configurations page. Click the upload CSV option on the left and choose the file you want to import.

6. Sample Data: After you upload the file, you must select sample data from the file you imported to help the platform understand the data type and the actual data to help you in the next steps.

7. Click on the next option in the top right corner

8. Data filter: If you want, you can use the data filter option to filter out the data you don’t want to include in the configuration. 

9. Transformation:

10. The data mapping option will help you make sure your data is mapped correctly. Click on the “+” symbol to see all the fields.

11. Scroll down the fields and pick the one you want to use. For instance, if you are importing the customer’s data, you can choose the “Contact” object.

12.  You’ll see the data types in your CSV; select the fields you want to include and process

13. Once you’ve selected the necessary fields, you can click on the mapped only on the top right corner option to cross-check the fields

14. Click on the “Next” button on the top right corner

15. In the summary section, you’ll see the fields you’ve selected. You can check them once and click on the “Next” button at the top right corner.

16. Congratulations, Your file is now successfully imported and configured

17. You can click on the connectors option on the left to see your files 

And that’s it—your CSV file is now successfully imported and configured in ZEPIC! You've taken a major step toward simplifying your marketing efforts.

If you ever need guidance or run into any hiccups, remember that our support team is just a click away. Happy marketing!