You can use two ways to add data to a Collection, manually enter each contact’s information or import in bulk. Let’s look at each of them:
Manual entry
Go to one of the four Collections and click on the "+Add" button.
On the next, Create Record screen, enter the name, email address, and phone number of your contact and click save. Your contact will be stored in the corresponding Collection.
Bulk Import
Another way to add data into Collections is via the import option. Go to a Collection and click on the Import/Export button and select the Import option.
On the following screen, you can upload a .xlsx, .xls, or .csv file. After uploading the file, click next and you will see a screen where you can change column names or edit your data. Finally, validate your data and click on Import to bring all your data into Zixflow Collections.
After importing your contacts into Collections, you can add attributes, which allows you to create specific data points about a contact. For more information on attributes, you can take a look at our managing Collections page.
On top of that, you can Export your Collection with a click by using the Export option. Check out our Import & Export page for more information.
Create Collections through object settings
One more way to create a Collection is via the object settings you can access from any existing Collections. First, click on the three-dots button at the upper-right corner and select Object settings.
On the next screen, you'll be able to view all of your available Collections. Here, click on the Create Collection button to open a menu to add the new Collection's name and Identifier/ Slug.
Enter the desired name for your Collection and set an Identifier (you cannot change the Identifier/ Slug once the Collection is created). Once you're done, click on the Create button and a new Collection will be added under the Collections label in the sidebar.
