chatlyn Logo academy Go to homepage

Importing Contacts

Last updated on · Newsletter · Contacts

Requirements

You will need a csv-file which needs to have at least the name and either the email address or phone number of the contact (you can also have both).

The structure is as follows:

name email phone_number
Firstname +4982187387218
Firstname Lastname +342143252233


Keep in mind that the phone number has to contain the country code for phone numbers with a + sign and is not allowed to have any spaces in between. (international standard: E.164 format - in the E. 164 notation all spaces, dashes ['-'] and parentheses [ '(' and ')'] are removed, besides the leading '+' all characters should be numeric.)


Optional
If you want to add custom attributes to your import, you'll have to create these first. Pleaser refer to the following article: Creating Custom Attributes

Steps

Go to “Contacts”.

Click on “Import” in the top right corner.

Click on “Upload File”.

Select the file you want to upload and open it.

Click on “Next”.

Now you see a preview of your data and also any error messages, if anything didn’t match the criteria - If you are happy click on “Next”.

Now you can decide if you want to import the list either to

- All Contacts
- All Contacts and Add to a List
- Match and delete existing contacts from a List

Click on “Upload”.

You have now successfully imported the contacts.

This website is using cookies.

The website itself only uses one general necessary session cookie for the system. Activating external media cookies will allow to load embedded youtube.com videos.

This website is using cookies.

The website itself only uses one general necessary session cookie for the system. Activating external media cookies will allow to load embedded youtube.com videos.

Your cookie preferences have been saved.