Identification and validation

Identification of contacts
Yve identifies a contact by one of the following characteristics:
  • yve_id: this is an identification number that is automatically assigned by yve and is unique in the system. You can read these yve_ids for existing contacts by selecting 'Contacts -> xls'. I.d.R. You do not need the yve_id.
  • customer_number: they can give an identification number to a contact itself. Yve make sure this number is assigned only once in your account. For example, To retrieve your contact data from a CRM system, you can load the ID from the CRM system into this attribute.
  • familyname + firstname + email: In order to avoid duplicates, make sure that the combination of surname, first name and email is only assigned once in your account. Therefore yve recognizes contacts when they specify these values.
What does yve check on contacts?
When you upload your list, yve performs a series of checks in the background yve before the list is created in Contacts. If a condition is not met, the entire list will not be uploaded and you will receive a list of errors by email:
  • Your list can not contain duplicates
  • A valid email address must be provided
  • Each line must contain a value for familyname (surname)
  • If you are using gender, the values ​​must be 'Male', 'Female', or 'Unknown'
  • Each row in your list with a value is checked - remove all rows that do not contain contacts (or the column name at the top)

Only if the whole list is error-free, the contacts are imported and you receive the success message by email.