Summary
Contacts are the fuel for the rest of the product. Before campaigns, communications, and analytics become meaningful, you need usable audience data inside TruAgents. The current app supports both file-based import and connected data sources. That makes this step less about one upload button and more about choosing the right ingestion path for your team.Who this is for
- New customers setting up their first audience
- Operators responsible for data import quality
- Technical admins connecting external contact systems
Where to find it in the app
- Contacts
- Contacts → Data Sources
- Contacts → Segments
Recommended first-run path
Option 1: Start with a file import
Use this when you need the fastest path to a working dataset. A simple import is usually the best way to validate field mappings, contact quality, and downstream campaign behavior.Option 2: Connect a data source
Use this when contact data already lives in another system and you want ongoing sync behavior instead of one-time manual import.Supported source types visible in the current app
- CSV or file import
- HubSpot
- Mailchimp
- Salesforce
- SendGrid
- SFTP-based import flows
What success looks like
- A data source exists or a file import completed successfully.
- Imported records appear under Contacts.
- The team understands which fields are being used for email, phone, name, and timezone data.
- Segments can now be created or evaluated against the imported audience.
Common things to validate early
- Whether the source has the right email and phone fields populated
- Whether timezone information exists or needs a default strategy
- Whether duplicate handling and contact quality rules need follow-up decisions
- Whether the imported audience is large enough and clean enough for the first campaign