How to Add Contacts in Dashboard

How to Add Contacts in Dashboard



Welcome to Jwero! To ensure smooth navigation, please follow these steps to add contacts:

Login:
Sign in to your Jwero One account using your credentials.


Adding Contacts Options:

Manual Contact: If you wish to add a contact manually.
Bulk Contacts: If you have multiple contacts to add simultaneously.

Adding a Contact Manually:

If you prefer to add a contact manually:
Go to Chats Module ➤ Click on Add Button ➤ Select Add Contact ➤ Add Contact details ➤Once done click on Add Chats.



➯ Adding Bulk Contact:

If you prefer to add bulk contacts:
Go to Chats Module ➤ Click on Add Button ➤ Select Add Bulk Contacts



To successfully complete the process, please note the following mandatory fields:
‣ First Name.
‣ Contact Type.
‣ Dial Code WhatsApp.
‣ WhatsApp Number.

Click on the "Add Bulk Contacts". This will open a new screen.
On the new screen, locate and click the "Import" button to download the Sample CSV Sheet.
Once the file is downloaded, please prepare it according to the provided sheet guidelines.
After preparing the imported file, return to the previous screen and again click on the "Import" button.
Now, click on "Add File" and select the prepared file from your device.



Instructions for File Verification:

 After adding the file, it will open on the screen for your review.
To ensure accuracy and identify any errors, kindly click on the "Sync Contact" button
In case of any errors, will be presented as shown in the screenshot below:




If any errors are detected, you can update the file, sync it again, and proceed. Once all errors have been resolved, the file will be automatically imported successfully.