Importing Contacts

1. Go to the Contacts section of your menu

 

contacts

2. Under View Contacts, select Import

import-contacts

A tab will open and prompt you to choose between:

Quick Import — An option where you import only phone numbers

Detailed Import — An import option that allows you to attach data and custom fields to your contacts

Quick Import

Upload a .csv, .xlsx, or .txt file containing phone numbers. These numbers should be listed down the first column of the file. 

 

quick-import

You can also directly copy and paste these numbers into the Copy and paste box.

 

import-copy-and-paste

Select any groups or contact tags you'd like the new contacts to be associated with, then select Import.

 

import-group-tags

 

You will be able to view a report of your import in the Manage section under Import History once it is completed.

 

manage

Detailed Import

Upload a .csv or .xlsx file containing phone numbers and other fields. The first column must contain phone numbers. You'll need to checkmark the My file contains headers box, if applicable so the headers are not recognized as numbers.

 

detailed-import

 

Confirm the mapping for the import, so your content in the columns matches your desired field in Text Request. Select Confirm Mapping when finished.

 

detailed-import-comfirm-mapping-1

 

 

Confirm if you want to update any duplicate numbers, then select any groups or contact tags you'd like the new contacts to be associated with. Select Import when finished.

 

detailed-import-duplicates

You will be able to view a report of your import in the Manage section under Import History once it is completed.

 

manage