WorkflowsNode ReferenceGail

Add Bulk Contacts

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The Add Bulk Contacts node creates many contacts in Gail in a single step. It is built for imports: give it a list of contact records, often the rows of a parsed spreadsheet, and it adds them all at once, reporting which succeeded and which did not.

When to use it

  • You are importing a batch of people from a spreadsheet or an upload.
  • An earlier step produced a list of contacts and you want them all in Gail before moving on.
  • You want the successful contacts’ IDs back so you can enroll them in a campaign in the same run.

For a single person, use Add Contact instead.

Inputs

FieldWhat it’s forExample
ContactsThe list of people to create. Each record has a first name, last name, email, phone numbers, and business. Between 1 and 10,000 records.The rows from a parsed CSV
Phone number fieldsWhen your records carry phone numbers in separate columns (such as a primary and a secondary number), name those columns here so each contact’s numbers are gathered up automatically.phone_1, phone_2
Skip duplicatesWhen on, contacts that already match an existing record are skipped rather than created again. On by default, which is the safe choice.On

The Contacts field is usually an expression pointing at the rows from a Parse CSV step, but you can also type a fixed list when the set of people is known up front.

Outputs

FieldWhat you get back
SucceededHow many contacts were created.
FailedHow many were rejected, whether by a bad value or a duplicate.
New contact IDsThe IDs of the newly created contacts, ready to feed into campaign enrollment.
FailuresA per-row list of what went wrong, so you can see exactly which records need attention.

A few rejected rows do not stop the node. It still creates the good records and reports the rest under Failures, so a large import is not blocked by a handful of bad rows.

Example

Chen Insurance Group uploads a spreadsheet of 400 renewal prospects. A workflow parses the file into rows, hands those rows to Add Bulk Contacts with duplicate-skipping on, and gets back the list of new contact IDs. Those IDs flow straight into Add Contacts to Campaign (Bulk) to enroll everyone who was created into the spring renewal campaign.

The Add Bulk Contacts node configuration panel, showing the contacts list and duplicate-skip setting.

Leave duplicate-skipping on unless you have a reason not to. If a run is retried after a partial import, skipping duplicates means the retry will not create the same people twice.

Add Contact

Create a single contact with structured details.

Parse CSV

Turn an uploaded spreadsheet into rows to feed this node.

Add Contacts to Campaign (Bulk)

Enroll the newly created contacts into a campaign.

Add Contact to Contact List

Add the new contacts to a curated list.