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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 1/8/2025 4:52 PM

The initial 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.

Synchronize data with external solutions

Account administrators can connect an external solution to Zenvia Customer Cloud to synchronize data from contacts, transactions, and products sold.

The available integrations are:

How to select and integrate systems

  1. Select the desired systems by checking the corresponding checkboxes.
    1. If the desired system is not listed, check the Others checkbox and select the desired system from the additional list that will be displayed.
  2. You can select one or more systems from the list at the same time, either to integrate directly or to express interest in future integration.
  3. Make sure to check the checkbox for each system you want to configure.
  4. After selecting one or more systems, you will be directed to the integration step for each selected system.

While the specific integration is not available, you can import your contacts via a 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:

ErrorHow to resolve
Invalid formatCheck if the file is in CSV format.
File too largeSplit the file into smaller parts or reduce its size.
File without headerCheck if the file contains the header with the correct information.
Repeated contact dataReview the file to remove duplicate information.
Invalid phone formatCheck 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.