The Import Contacts feature allows you to easily and efficiently upload multiple contacts from an external source such as a customer database.
First, you'll need to prepare your contact data:
- You will need to ensure your contact list is saved as a .csv or .xls file (the optimal file format is CSV UTF-8, Comma delimited)
- If you do not add the international prefix to your contact numbers, the web portal will assume you are importing numbers local to your preset location in your account settings, and will validate accordingly. This means that international numbers will be rejected without the correct prefix being added
- With local numbers you do not need to add the leading zero to the number to successfully import (e.g. if your spreadsheet cells are formatted as "numbers" then a phone number may appear as "412345678" as opposed to "0412345678" - both formats will be accepted for import)
- You can include additional data to your contact list which can then be mapped to the custom fields of each contact profile
The Import Contacts option appears in both Contacts > All Contacts and Contacts > Contact Groups.
1. Click on Import contacts at the top right of the page:
2. Upload your data file to the web portal using either the Browse function or Drag & Drop your file straight into the upload window:
- You can select which pre-existing groups to which you would like all contacts imported in the bottom field under "Add to contact groups (optional)"
- You have the option of unsubscribing all of the contacts in the upload (e.g. if you are bulk uploading blacklists from other systems)
3. Match the columns in your data file to the various fields in the contact profile:
- The system will attempt to auto-detect the mobile phone numbers from your spreadsheet; however, if the data that is pulled into the #mobilenumber# field is incorrect, you can change it to the correct column.
- After you have selected a column to match to a field you will see some sample data from the original spreadsheet
If your contact database includes additional information (e.g. in the example shown we have fields such as "Division", "Role" and "Office"), then these can be mapped to the Custom Fields in the contact profile:
Note - you can also assign your contacts to existing groups by typing the name(s) of the group(s) in the field at the bottom of the screen:
Once you have aligned your data correctly, click Import at the bottom right of the screen to complete the action.
Reviewing Import Results
You will then be shown a result of the import in the middle of the screen, along with links for review of successful and failed imports: