Your contact database powers your marketing, sales, and automation efforts. The ability to upload contacts quickly — and more importantly, sort them efficiently — allows you to take action faster and run smarter campaigns.

In this guide, you’ll learn how to upload contacts into app.ajaxunion.com and sort them for better targeting, filtering, and bulk actions.

Why Sorting Contacts Matters

Uploading your database is only the first step. Sorting your contacts correctly allows you to:

• Identify high-value leads

• Segment audiences for targeted campaigns

• Trigger automations more accurately

• Assign contacts to specific team members

• Send bulk emails or SMS to filtered groups

When your contacts are properly sorted, your outreach becomes more precise and effective.

Step 1: Upload Your Contacts

Follow these steps to import your existing database:

1. Go to Contacts

Log in to app.ajaxunion.com and click Contacts from the main menu.

2. Click Import

Select the Import option to begin uploading your file.

3. Choose Contacts

Select Contacts as your import type and continue.

4. Upload Your CSV File

• File format must be CSV

• Maximum file size: 50MB

• You can download a sample file to ensure correct formatting

5. Map Your Fields

Match each column in your CSV file to the appropriate contact field in the system.

If your file contains data that doesn’t match standard fields, you can:

• Create a new custom field

• Skip unmatched columns

6. Confirm Import Settings

Before finalizing, you can:

• Name your import

• Assign contacts to lists

• Set consent preferences

• Adjust duplicate settings

Click Bulk Import to complete the process.

Once finished, your contacts will appear inside your CRM.

Step 2: Sort Contacts Using Filters

After uploading, sorting allows you to quickly narrow down specific groups of contacts.

Inside the Contacts section, you can sort and filter by:

• First or Last Name

• Contact Owner

• Contact Source

• Tags

• City, State, or Country

• Time Zone

• Communication status (DND)

• Custom field values

• Date added

Filters allow you to instantly refine your list and display only the contacts that match your criteria.

Step 3: Sort Contacts Using Custom Fields

If you need advanced sorting options, custom fields provide additional flexibility.

You can create custom data points such as:

• Lead Status

• Service Type

• Industry

• Budget Range

• Campaign Source

To create a custom field:

1. Navigate to Settings

2. Click Custom Fields

3. Select Add Field

4. Choose your field type

5. Save your new field

   

Once populated, you can sort and filter contacts based on those custom values.

Step 4: Use Bulk Actions After Sorting

Once you’ve sorted your contacts, you can take immediate action.

After applying filters:

1. Select contacts using checkboxes

2. Choose a bulk action such as:

   • Add to Automation

   • Send Email

   • Send SMS

   • Apply Tags

   • Assign to User

Sorting first ensures your bulk actions are applied only to the right audience.

Standard Fields You Can Sort By

When importing contacts, you can map and later sort by fields such as:

• Contact ID

• First Name

• Last Name

• Date of Birth

• Contact Owner

• Contact Source

• Contact Type

• Business Name

• Phone

• Email

• Address

• City

• State

• Postal Code

• Country

• Website

• Time Zone

• Additional Emails

• Additional Phones

• Notes

• Do Not Disturb (DND)

Using consistent field mapping during upload ensures easier sorting later.

Best Practices for Sorting Contacts

To maximize efficiency:

• Use consistent naming conventions

• Apply tags during import

• Create filters you frequently use

• Regularly review duplicate settings

• Keep custom fields structured and purposeful

Smart sorting leads to better segmentation, cleaner automation, and improved marketing results.

Ready to Take Control of Your Contact Database?

The CRM inside app.ajaxunion.com allows you to upload, sort, filter, and take action on your contacts from one powerful dashboard.

Stop digging through spreadsheets. Start sorting smarter.

If you don’t have an account yet, sign up for a free trial here:
👉 https://UnlimitedDigitalMarketing.com

Upload your contacts and start scaling today.