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Import Contacts in Peikly (CSV & Excel Guide)

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Import Contacts in Peikly #

You can import contacts in Peikly using CSV or Excel files to quickly build your customer database and start running campaigns.

Bulk import helps you save time and ensures all your contact data is centralized in one place.


Why Import Contacts #

When you import contacts in Peikly, you can:

  • Upload large contact lists in seconds
  • Prepare audiences for campaigns
  • Avoid manual data entry
  • Organize customer data efficiently

Supported File Formats #

Before you import contacts in Peikly, make sure your file is in one of these formats:

  • CSV (.csv)
  • Excel (.xls or .xlsx)

Ensure your file is properly structured with clear column names.


How to Import Contacts in Peikly #

Follow these steps to import your contacts:

  1. Go to the Contacts section
  2. Click Import Contacts
  3. Upload your CSV or Excel file
  4. Map file columns to contact fields
  5. Review the data preview
  6. Confirm and start the import

Once completed, your contacts will appear in your database.


Preparing Your File for Import #

To ensure a smooth import process:

  • Include essential fields (name, phone, email)
  • Use one row per contact
  • Avoid empty or invalid values
  • Keep formatting consistent

Proper preparation reduces errors during import.


Handling Duplicates #

When you import contacts in Peikly, the system may detect duplicates.

To manage duplicates:

  • Review duplicate warnings
  • Update existing contacts instead of creating new ones
  • Clean your file before uploading

This helps maintain a clean contact database.


Importing WhatsApp Contacts #

You can also import WhatsApp contacts in bulk:

  • Include valid phone numbers
  • Use international format when possible
  • Ensure numbers are active

This allows you to start WhatsApp campaigns immediately after import.


Common Import Issues #

File Upload Fails #

If your file cannot be uploaded:

  • Check file format (CSV or Excel)
  • Reduce file size if too large
  • Ensure the file is not corrupted

Data Mapping Errors #

If fields do not match correctly:

  • Recheck column names
  • Map each field manually
  • Preview data before confirming

Invalid Contact Data #

If contacts are rejected:

  • Verify phone numbers and emails
  • Remove incomplete rows
  • Fix formatting issues

Tips for Successful Imports #

  • Start with a small test file first
  • Clean your data before uploading
  • Use consistent field formats
  • Review results after import

What to Do After Import #

After you import contacts in Peikly:

  • Review your contact list
  • Segment your audience
  • Start creating campaigns
  • Use automation for follow-ups

Summary #

Importing contacts in Peikly is the fastest way to build your customer base. With proper file preparation and validation, you can upload and manage contacts efficiently and start engaging your audience right away.

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