Can contacts from before an integration was connected be backfilled?

Can contacts from before an integration was connected be backfilled?

Yes. If visitors were identified before your email or CRM integration was connected, you can export them and add them manually.

How to backfill contacts

  1. In your dashboard, go to the Engaged Stage and click Search Engaged.

  2. Set the date range to cover the period before the integration went live. The default range is the most recent week, so adjust it.

  3. Add any other filters you need, such as location or financial criteria.

  4. Click Search, then Export.

  5. Choose CSV, Excel, or JSON.

  6. Upload the file to your email platform or CRM.

Tips

  • Check for duplicates before importing. Your connector or webhook may have already sent some records once it was live.

  • Apply the same tags or lead status you use for webhook records, such as Franchise Ninja and suspect, so the backfilled contacts follow the same workflow.

  • If you also want these people in an ad audience, upload the export to Meta or Google as a customer list.

Going forward, your connector or webhook sends new Engaged Candidates automatically.

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