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Importing contacts

Upload a CSV or Excel file, map its columns to contact fields, and preview before anything is saved.

On this page

Bulk import is a two-step process on purpose: you upload a file, you are shown exactly how its columns will be read, and only when you confirm is anything written. Nothing is saved from the upload step alone.

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Importing contacts from a CSV

How it works #

  1. Upload a CSV

    Press Bulk upload on the Contacts page and choose your file. CSV up to 5 MB.
  2. Let it guess the columns

    The header row and a few sample rows are read, and a mapping is proposed — which column is the phone number, which is the name, and so on. The guess is a starting point, not a decision.
  3. Check the mapping

    The confirm screen shows each contact field beside the column feeding it, with sample values from your actual file, so a wrong guess is visible before it matters.
  4. Optionally drop it into a list

    You can send the import straight into a new or existing contact list rather than only the general contacts pool. This is almost always what you want when the file represents a segment.
  5. Confirm

    Now the rows are written and the uploaded file is discarded.

Preparing the file #

Field What it does
Phone number required The only genuinely required column. International format is safest. Numbers are normalised, so formatting differences do not create duplicates.
Name What your team sees in the inbox, and available as a campaign variable.
Email Optional, stored on the contact and usable as a campaign variable.
Header row Detected automatically. A file with no header still works — you map by column position instead of name.

Where to go next #

Frequently asked

What format does the import file need?
A CSV of up to 5 MB. A header row is detected automatically, and a file without one still works by mapping on column position.
Is anything saved when I upload the file?
No. The upload step only stashes the file and proposes a column mapping. Nothing is written to your contacts until you confirm the mapping.
Will importing create duplicate contacts?
Phone numbers are normalised on save, so the same number written in different formats resolves to one contact rather than several.