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03. First steps in Zenvia Customer Cloud
4 min
Created by Leonora Alves on 2/26/2024 4:31 PM
Updated by Leonora Alves on 10/15/2024 4:30 PM

The first steps are essential to start using Zenvia Customer Cloud and optimize your end-to-end journey.

⚠️ Attention: Only users with an Admin profile are allowed to perform the following actions.

Sync data with external solutions

Account administrators can connect an external solution to Zenvia Customer Cloud to sync contact data, transactions, and sold products.

The available integrations are:

If the integration you need is not yet available, click on it to let us know, and we will inform you as soon as it is ready. If you don't find your platform, click on Other integration and write the name. Our team will be informed of your preference.

While the specific integration is not available, you can import your contacts via CSV file.

Import CSV file with contacts

CSV file requirements

  • The file must be in CSV format (comma or semicolon-separated values).
  • It must contain the phone number or email address in the first column.
  • Phone format: DDI+DDD (ex: 5551999999999).
  • The first line of the file must be the header.
  • The maximum file size is 75 MB.

How to import the file

  1. Drag and drop the file or click on Select file.
  2. Add the contacts to a list.
  3. Click on Create my contact base and continue.

Resolve errors when uploading the CSV file

If you encounter issues importing your CSV file, check the solutions below:

Error How to resolve
Invalid format Check if the file is in CSV format.
File too large Split the file into smaller parts or reduce its size.
File without header Check if the file contains the header with the correct information.
Repeated contact data Review the file to remove duplicate information.
Invalid phone format Check if the phone numbers are in DDI+DDD format (ex: 5551999999999).

Select the information for import

  1. Select the columns you want to import.
  2. Define the corresponding field in Zenvia Customer Cloud (mobile phone, email, etc.).
  3. If necessary, create extra fields, such as "Birthday."
  4. Click on Create my contact base and continue.

Add team members

Add the people who will have access to Zenvia Customer Cloud:

⚠️ Attention: Users added at this stage will automatically receive an Admin profile. If you need to adjust the profile, go to Settings > Users and organization after completing this step.

  1. Paste or type one or more email addresses;
  2. Click on Add and continue.

Done! You are now all set to use Zenvia Customer Cloud and explore the features on the homepage.