How To Import Contacts

How To Import Contacts


1. To Import Contacts, click on this icon.

To Import Contacts, click on this icon.

2. Click on "Bulk upload".

Click on 'Bulk upload'.

3. Click on "Import".

Click on 'Import'.

4. You can add the contact sheet if it's already created in the given format.

You can add the contact sheet if it's already created in the given format.

5. To create new sheet, you can download the example sheet, which contains the template columns, and edit it according to your requirements.

To create new sheet, you can download the example sheet, which contains the template columns, and edit it according to your requirements.

6. This is the example sheet with the template columns, which you can adjust according to your requirements.

This is the example sheet with the template columns, which you can adjust according to your requirements.

7. Add all contact details you want to import and Save the file.

Add all contact details you want to import and Save the file.

8. Once you've added all the contacts to the sheet, click on "Import."

Once you've added all the contacts to the sheet, click on 'Import.'

9. Click on "Add File" and upload the sheet.

Click on 'Add File' and upload the sheet.

10. You can click on "Review Contacts" if you'd like to view and verify all the details before syncing.

You can click on 'Review Contacts' if you'd like to view and verify all the details before syncing.

11. After reviewing the contact details, click on "Sync Contacts."

After reviewing the contact details, click on 'Sync Contacts.'

12. Click on "Sync Now" to sync the contacts directly without reviewing them.

Click on 'Sync Now' to sync the contacts directly without reviewing them.

13. If any mandatory fields are missing or there’s an error in the details during syncing, you will receive an error message.


14. To view the errors, click on this icon.

To view the errors, click on this icon.

15. This window will show the cause of the error, along with the row number where the error occurred.

This window will show the cause of the error, along with the row number where the error occurred.

16. Fix the errors and click on "Sync contacts".

Fix the errors and click on 'Sync contacts'.

17. After successfully importing the contacts, the sync history will display the import details.

After successfully importing the contacts, the sync history will display the import details.

18. You can search for the added contact and start the conversation.

You can search for the added contact and start the conversation.