IMPORTANT: To be approved to import contacts, please contact support and request to have the ability to import your contacts.

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How to Create Your CSV File For Import

Step 1: Download The Template File

We only accept using a CSV file and do not accept XLS, XLXS, or other file types.

Step 2: Paste In Your Contacts In The Columns

The phone number is the only required field. 

  • Phone (required)
  • First name (optional)
  • Last name (optional)
  • Email address (optional)

Step 3: Export Your File As A CSV

Export your file as a CSV for a seamless import. 

IMPORTANT: If importing an XLS or XLXS file you may experience a failure on your import. We recommend using a CSV file for a successful import.

How To Import Your CSV File

Step 1: Go to The Contacts Page & Select Import Contacts

Step 2: Select to Add Your File or Copy/Paste

You can select to import contacts using the CSV file you have or by copying and pasting the contacts you have.

If you choose to paste in your contacts, the rows must be like this...

Step 3: Map Your Fields

You will need to map over the fields to Salesmsg. Currently, the only available fields are First Name, Last Name, Email, and Phone Number. All other fields we will ignore.

Step 4: Apply Tags & Start Import

We highly recommend applying tags to the contacts that you import. For example, if you want to send a broadcast to your contacts, then apply a tag here and when creating the Broadcast to select this tag, which contains all of these contacts.

FAQs

My contacts are not being imported?
First check to see the file type you are uploading to Salesmsg. If it's anything other than a CSV then it will fail upon import. You can choose to paste in your contacts as well.

How many contacts can I import to Salesmsg?
You can import up to 10,000 contacts at a time. If you have more, we recommend breaking them up into 10,000 chunk files for a smooth import process.

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