Note: The number of contacts you can add depends on your subscription plan. For trial accounts, an account owner can review contact limits in Settings > Subscription Settings > Trial Period Limits.
The Contacts module is designed to help you manage contact-related operations. Add, edit, delete, and star contacts, or use bulk import and export to manage larger lists.
Bulk Import
Import multiple contacts at once using a CSV or Excel file. The import template can include configured dynamic contact fields.
Step 1: Download the Import Template
Before importing contacts, download the current template so its columns match your configured contact fields.
- Navigate to the Contacts page.
- Click Import Contacts.
- Click Download Template to get the latest template with your current dynamic contact fields.
Always download the template before importing so it includes the latest dynamic fields configured in your settings.
Step 2: Required Column Mapping
The template includes standard fields and any configured dynamic contact fields.
Standard Fields:
- First name (Required)
- Last name
- Phone (Required; include the country code)
- Group name
- Street
- City
- State
- Zip
- Country
Dynamic Contact Fields: Custom fields configured in Settings > Contact Fields appear as columns in the template.
If a group name does not exist, it can be created during import. To assign one contact to multiple groups, separate group names in the same cell with a pipe (|), for example: Group 1 | Group 2.
Step 3: Import Process
- Fill in the contact data using the downloaded template.
- Save the file in CSV or Excel format.
- Upload the file through the import interface.
- Review the import summary for successful and failed records.
Import Rules & Validation
- Duplicate contacts are not added, including duplicates within the uploaded file.
- Contacts with incorrectly formatted phone numbers, such as missing country codes, are skipped.
- Dynamic fields are mapped when column headers match configured field names.
- Empty dynamic field columns are stored as null values.
Bulk Export
Export all contacts or selected contacts to an Excel file for backup, reporting, or use in other systems.
Export Features
- Complete data export includes standard and configured dynamic contact fields.
- Export contacts in CSV or Excel (XLSX) format.
- Contact group assignments are included.
- Street, city, state, zip, and country details are included.
- Dynamic fields and their values are included.
Export Process
- Navigate to the Contacts page.
- Select the contacts to export, or choose all contacts.
- Click Export and choose your preferred format.
- The exported file contains the selected contact data and dynamic fields.
Important Items To Note
- If you delete a contact and later add it again, its previous chat history may not be available. Deleting a contact can permanently remove its link to past conversations.