Importing Contacts from a File

Importing Contacts from a File If you have a list of contacts in a spreadsheet, you can upload them all at once instead of adding them one by one. The app uses a 3-step wizard — Upload → Map columns → Review — that works with the CSV file you already have, without needing to download a template first. How to Import Contacts Click Contacts in the left sidebar, then click Import at the top of the page. Upload. Drag your CSV file onto the dropzone, or click it to browse. There's no template to download first — bring the file you already have. Map columns. The wizard reads your file's header row and tries to auto-match each column to a target field: First name, Last name, Phone, Email, Tags, Notes , or Don't import . Check each column's guess and correct any that are wrong using the picker next to it. A preview table shows the first few rows exactly as they'll be imported. A phone number column is required — you can't continue without mapping one. A column mapped to Tags becomes real tags on each contact. Several tags in one cell are fine — separate them with a comma or semicolon ( vip; newsletter; hotmart ). Tags that don't exist yet are created for you; tags that already exist are reused, ignoring capitalisation. Review. Choose: Default channel — WhatsApp Business, WhatsApp Web, or SMS. This applies to any imported contact that doesn't already specify a channel. List — pick an existing list from the dropdown, or type a name to create a new one on the spot. You can only do one o