What is Contact Import?
Contact import allows you to add and update multiple Contacts on the platform.
Contact import is useful for the following reasons:
- Sync a Contact List to the platform
Syncing your Contact List with the platform helps you identify Contacts when they message you.
- Bulk update Contacts on the platform
Update the information of multiple existing Contacts on the platform instead of updating them one by one.
- Initiate a conversation with the Contact
Start conversations with Contacts in your Contact List without needing them to send you the first message.
The Contact Import process is divided into 3 parts: Upload CSV file, Mapping, and Review.
Part 1: Initiate a Contact Import
To import contacts, you need to upload a CSV file. Each row in your CSV file represents a contact and each column represents a contact field.
Step 1: In the Contacts Module, click on the arrow in the Add Contact button > Import Contacts.
Alternatively, navigate to Settings > Data Import > click the Import Contacts button.
Step 2: Upload a CSV file with the Contacts and details that you would like to import.
Ensure the CSV file fulfills the following requirements:
- Only CSV files are accepted for import.
- File size must be less than 20MB.
- File must contain a least one row.
- File must contain less than 200,000 rows.
- A First Name column is required to add new Contacts.
- At least one column must be mapped to an identifier (except for Add All Contacts Despite Duplicates import option).
- Recommended format for phone numbers: Include "+" sign and country code. e.g. +60189988776.
- Recommended format for Date field: "YYYY-MM-DD". e.g. 2023-10-25
To see an example of a populated CSV file, download the sample by clicking on the hyperlink.
Step 3: Select the import purpose for this file.
Add New Contacts Only
Adds only new Contacts in the CSV file to the Workspace.
Update Existing Contacts Only
Updates only existing Contacts in the Workspace with values from the file.
Add and Update Contacts
Updates existing Contacts and add new Contacts to the Workspace.
Add All Contacts Despite Duplicates
All Contacts in the file will be treated as new Contacts. You can review and merge duplicate Contacts manually on the platform.
Step 4: Select an Identifier to recognize existing Contacts. The identifier can be a phone number or email.
Tips: If your import purpose is
Update Existing Contacts Only, you can also select
Contact ID as an identifier.
Note: The identifier’s value and format have to be identical in the CSV file and the Workspace for the Contact to be correctly identified. For example, a Contact’s phone number in the Workspace is “+60101010101” but in the CSV file, it is missing the area code, it will be treated as a new Contact and added as a new Contact during the import.
Step 5: Add Tags for all Contacts that are being added to or updated on the Workspace as needed. Then, click Next.
Note: An import tag will be generated automatically to identify each imported batch. This tag can be removed.
Part 2: Map CSV Headers to Contact Fields
Map the column headers in the CSV file to Contact Fields in your Workspace. This determines which Contact Field will be updated with a column’s values. If a column header in the file perfectly matches a Contact Field name (e.g. Phone Number), it will be mapped automatically.
Ensure that the defined identifier is mapped. Each Contact Field can only be mapped once.
If you wish to skip a column so its values are not imported, uncheck the checkbox on its left. A minimum of one column must be selected to proceed with the import.
“Do Not Overwrite” Checkbox and its Functions
If your Import Purpose was "Update Existing Contacts Only" or "Add and Update Contacts" imports, a Do Not Overwrite option will appear.
When Do Not Overwrite is checked:
- Fields with existing values will not be overwritten, values will be added only when the field is empty.
- New tags will be added without removing existing tags.
Contact A in your Workspace has the email [email protected]. In the uploaded CSV file, Contact A is identified by their phone number and has the email address [email protected].
If the checkbox is unchecked (default), the existing value will be overwritten and Contact A’s email will be updated to [email protected].
If the checkbox is checked, the existing value will not be overwritten and Contact A’s email will remain as [email protected].Note: Once the columns have been mapped, click Next. The import file will then be validated. Keep in mind that importing larger CSV files will take longer.
Part 3: Review Import
The number of Contacts that will be added and updated after the import, or skipped due to errors, will be reported. Once ready, click Import to proceed.
Rows containing errors will not be imported. To identify errors in the original rows, click on "Download error file" to download a CSV file with an “Error” column. Resolve the errors described in the error messages. Once done, upload the corrected CSV file or return to Part 1 to reconfigure the import.
Once the file has been validated, click Import to proceed. A dialog box will appear to confirm that the import has started.
The import process may take some time. You can monitor its progress by going to
Check Import Result
You will be notified via email and the notifications center on the platform when the import job has been completed.
You can download the results file from your email or the Import History table in Settings > Data Import. This file will be available for 7 days. The results file will contain 2 additional columns: Import Status and Errors.
The Import Status column can have one of 4 possible statuses:
Contact was added successfully.
Contact was updated successfully.
Contact was skipped based on import purpose (e.g. new Contact in an Update Existing Contacts Only import).
Contact wasn’t imported due to error(s).
The Errors column will flag rows with errors detected during the import. Contacts in these rows were not imported. To import these Contacts, resolve the errors and retry.
FAQ and Troubleshooting
How many files I can import at a time?
You can only import one file per import.
Why am I unable to start a new import?
Only one import job can be in progress at a time. Kindly wait until the import job is completed before starting a new one.
What does the “Session expired” error mean?
You have a 1-hour window to proceed with an import job. If an import is not started within 1 hour at the Review stage, it will be automatically canceled and you will need to restart the import process.
What if there are two Contacts with the same identifier in the CSV file?
Both Contact rows in the CSV file will be flagged in the Errors column of the error file. Their values will not be added to or updated on the Workspace.
What if there are two existing Contacts with the same identifier in the Workspace?
If multiple contacts share an identifier value in the Workspace (e.g. duplicate Contact profiles or a shared email address or phone number used by two Contacts), an error will be indicated in the row with the same value in the CSV file.
Are Tags compulsory for Contact imports?
No, they are not. You can add, update and remove Tags as you wish.
An import Tag will be automatically generated for every import to identify which Contacts were added or updated during the import. This Tag is optional and can be removed.
Why are some existing Contacts not identified by the phone number identifier?
The phone number format has to be identical in the CSV file and Workspace for the number to be identified. If the same phone number has different formats (e.g. one is missing an area code), the existing Contact cannot be identified and the Contact in the file will be treated as a new Contact.
If you are trying to update existing Contacts only, this Contact will be skipped.If you are trying to upload new Contacts, a new Contact profile will be created for this Contact.