How do you Import Contacts?

This guide provides step-by-step instructions for importing contacts using a CSV file into your account. This ensures seamless integration of customer data for efficient management and communication.

Steps to Import Contacts

This guide provides step-by-step instructions for importing contacts using a CSV file into your account. This ensures seamless integration of customer data for efficient management and communication.

Before Importing

• Ensure your CSV file is properly filled with Name and Phone Number fields.

• Phone Number format must have a country code and + sign without spaces or dashes. (e.g. +14158516395)

• Maximum allowed file size: 16MB.

Step 1: Upload the CSV File

1. Navigate to the Contacts section and Click Import/Export

2. Click Choose a CSV File and upload your data.

3. Select Your List (or) Create a new list

4. Select Your Tag (or) Create a new tag

Step 2: Map Fields

1. Match the columns in your CSV file with the corresponding contact fields (e.g., Name, Phone Number).

2. Review and confirm the mapping to ensure accuracy.

Step 3: Complete the Import

1. Click Import to finalize the process.

2. A confirmation message will appear once the import is complete.