Intake - Objects

OPERATIONS

Intake / Objects / Person

General

Set words to describe a single and multiple objects of this type

Singular noun

Plural noun

Description

People that are in your marketing database

Token Name

person

Name

Type

Status

Properties

Phave ID

Text

Active

System

Name

Personal Name

Active

System

Email addresses

Email Address

Active

System

Description

Text

Active

System

Company Companies

Relationship

Active

System

Job title

Text

Active

System

Phone numbers

Phone Number

Active

Primary location

Location

Inactive

List entries

Record

Active

Facebook

Text

Inactive

Instagram

Text

Active

Permissions

Configure access control for this object type

Permissions settings will appear here.

Add Your Data to Phave

Connect your CRM to sync contacts automatically, or upload a CSV file to get started immediately.

Recommended

Sync CRM Object

Sync contacts, accounts, and opportunities directly from your source of truth.

Upload CSV

Import a static list of contacts from a spreadsheet or file.

Choose Object Fields to Sync

Select the primary object you want to bring into the platform. We'll automatically suggest field mappings in the next step.

Contact Recommended

Sync individual people and their associated contact information.

12,450 records • 42 fields available

Lead

Import potential customers who haven't yet been qualified.

8,200 records • 35 fields available

Account

Sync companies and organizations you do business with.

3,100 records • 28 fields available

Opportunity

Track sales and pending deals in progress.

1,500 records • 50 fields available

Sync Details

Contacts Object Salesforce

Sync Frequency Real-time

Sync Direction Two-way

Conflict Resolution Salesforce wins

What to expect

Intelligent Field Mapping We'll automatically match standard fields like Name, Email, and Phone to your existing schema.

Custom Field Creation For any unmatched fields, we'll suggest creating new properties to ensure no data is lost.

What would you like to do with this list?

Tell us how you'd like to use this CSV so we can set up the right import configuration for your data.

Sync Data on

Most common

Update and enrich existing records with new data from your CSV file.

Create New Accounts

Import companies and organizations as new account records in your database.

Update Consent

Process opt-out or suppression lists to keep your communication preferences compliant.

Create a Static List

Import contacts as a fixed-membership list for targeted campaigns or one-time sends.

About This Action

Sync Person Data CSV Import

Match rows in your CSV to existing person records using email address or another unique identifier. New records will be created for any contacts that don't already exist in your database. Existing records will be updated with the new field values from your file.

What to expect

Smart Deduplication Records are matched by email address to prevent duplicates. If a match is found, the existing record is updated rather than creating a new one.

Field Mapping You'll map CSV columns to your schema fields in the next step. Unmatched columns can create new fields automatically.

Safe to Re-run Importing the same file twice won't create duplicates. Only new or changed values will be written.

Create Accounts CSV Import

Each row in your CSV will create a new account record. Use this when you have a list of companies, organizations, or business entities that need to be added to your database. Accounts can later be linked to person records for a complete view of your relationships.

What to expect

Company Matching Accounts are deduplicated by company name or domain. Duplicates are flagged for review rather than imported blindly.

Auto-Association If your CSV includes contact emails, we'll automatically link people to the newly created accounts based on email domain.

Update Consent Suppression List

Upload an opt-out or suppression list from your previous marketing platform. Records matched by email will have their consent status updated to reflect the opt-out. This ensures you stay compliant with CAN-SPAM, GDPR, and other regulations from day one.

What to expect

Compliance First Matched contacts will be flagged as unsubscribed and excluded from all future email sends automatically.

Audit Trail Every consent change is logged with a timestamp and source reference so you have a full record for compliance audits.

No New Records Created Only existing contacts are updated. Emails in your CSV that don't match anyone in your database are skipped and logged for review.

Static List Fixed Membership

Create a fixed list of contacts that doesn't change over time. Static lists are ideal for one-time email sends, event invitations, or targeting a specific group that was curated outside the platform. Contacts are matched or created, then added to the named list.

What to expect

Fixed Membership Unlike dynamic segments, static lists don't change when contact data updates. The list contains exactly the contacts from your file.

Campaign Ready Once imported, the list can be used immediately as an audience for email campaigns, workflows, or exclusion lists.

Upsert Contacts New contacts are created and added to the list. Existing contacts are updated with any new data and added to the list without creating duplicates.

Applying transformation...

Find and Replace

Column

Find

Replace with

Match case Entire cell

Email	Phone Number	Date	Country	Zip Code
gmeader0@ycombinator.com	—	—	United States	93715
hauchinleck2@narod.ru	1915753775	2000-10-18	Canada Must be two char country code	E3G
sbalnave3@artisteer.com	—	—	—	—
oquilleash4@usda.gov	9363017584	1971-05-06	United States	77305
ksleaford5@rediff.com	7168484708	1992-05-17	United States	14205
lvasichev6@ucoz.com	4071753588	1998-12-26	United States	32595
jkidney7@hao123.com	—	—	Canada	H3G
cspiring9@cocolog-nifty.com	8087886258	1999-06-26	United States	96850
gpetticrewa@tamu.edu	—	—	United States	84170
rbaddowb@skype.com	—	—	—	—
bheaterd@smugmug.com	—	—	United States	32605
mscrivnere@pinterest.com	—	—	United States	37665
itayspellf@studiopress.com	—	—	United States	98115
—	—	—	United States	89193
fcathroh@4shared.com	1242463980	1978-12-05	Canada	H4S
kvossgeni@wunderground.com	3577589072	2000-12-15	—	—

Name *

Description

Token Name

Default Value

Validation Logic

Field Type *

Status

Field Properties

Form Enabled

Is Required

Person

General

Permissions

Add Your Data to Phave

Sync CRM Object

Upload CSV

Choose Object Fields to Sync

Sync Details

What would you like to do with this list?

About This Action

Invalid rows found

Map & Create Fields

Auto-Matched Fields

Recommended New Fields

Remaining Fields

Mapping Summary

Create Field