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. v2 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. Step 1 of 3 — drop your CSV here, or click to browse for it. Map columns. v2 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. Step 2 of 3 — check each column's auto-matched guess, and preview exactly what will be imported. 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 or the other, not both. Step 3 of 3 — pick a default channel and, optionally, a list, then confirm the count before importing. Cl