A CSV with a name and a phone number on each row is enough. A tags column groups people so you can send a campaign to one group at a time.
- Open Contacts. On a new workspace the page offers Import a CSV directly. Otherwise press Add someone.
- Press Download the template to see the format, with an example row in your own country's number style.
- Fill in the columns name, phone, email and tags. Put a country code on each number, such as +1.
- Press Import a CSV and choose your file.
- Read the summary after the import, for example “Imported 40 people · 3 already on file”.
What the file can hold
- Up to 1,000 rows at a time. Split a longer file and import it in parts.
- Several tags in one cell, separated by semicolons, such as “Regulars; Monday list”. A contact can carry at most 20 tags, each up to 40 characters.
- A header row naming name, phone, email or tags. Without a header, the columns are read in the order name, phone, email, and tags are not read.
- Anyone already on file is matched by number. Their blanks are filled in and any tags are added, so a second import with a tags column tags people you already have.
Importing is not consent
A plain import does not record that anyone agreed to promotional calls, so the agent will not ring them with an offer. If everyone in a sign-up sheet agreed in writing, use Import people who agreed to promotional calls from the Add someone window and enter the exact words they agreed to. Leave out anyone who did not.
My file was refused. Why?
The message names the row. Common causes are an email that is not valid, a quoted cell with no closing quote, a name, phone or email that is too long, or more than 1,000 rows.
Does importing create duplicates?
Rows are matched by number against people on file, so the same person is merged rather than added twice. If the same person has two different numbers, use merge.