Table of Contents
What This Feature Does #
Bulk-imports WhatsApp contact numbers from a CSV, XLS, or XLSX file.
Prerequisites #
- Pro plan or higher.
- CompanyAdmin role, or TenantUser with import permission.
- An at least one configured WhatsApp phone number.
- A properly formatted import file.
Step-by-Step Instructions #
- In the sidebar, click Contact Management → All Contacts.
- Click the Import dropdown button.
- Select From CSV / Excel.
- Download the template file to see the required column layout.
- Fill in the template with your contacts.
- Upload your file using the file picker.
- Click Preview Import to review the parsed rows.
- Fix any highlighted rows (validation errors shown inline).
- Click Process Import to complete the import.
Errors, Messages, and Exceptions #
| Message | Why It Happens | How to Fix |
|---|---|---|
You do not have permission to import contacts. | TenantUser without import permission | Request permission from CompanyAdmin |
Enter a valid number that starts with + or 00 and contains 6-15 digits. | Invalid phone format in a row | Correct the number in your file and re-upload |
Duplicate number in the current upload. | Same number appears twice in your file | Remove duplicates from the file |
Fix the highlighted rows before importing. | One or more rows failed validation | Correct all red rows and re-upload |
Imported {count} contacts. | Success | Contacts are now in the CRM |
Best Practices #
- Use the downloaded template file — column headers must match exactly.
- Use international format for all phone numbers:
+1234567890. - Remove duplicates from your file before uploading.
- For large imports (1000+ rows), expect a short processing delay.
