Please contact our support team to enable the Bulk Contact Import feature on your account.
Step 1: Select Import Contacts from the Contacts Page
Navigate to the Contacts section to locate the Import Contacts option.
NOTE: If you do not see this option, please reach out to our support team via chat and request to have imports available.
Step 2: Select Your Import Option
You have two options in import contacts: upload a CSV or paste in your contacts.
How to Import Contacts via CSV
Step 1: Preparing Your CSV file
The CSV has additional optional columns, but the phone number is the only required field. If you have blank columns, you can remove them for the template. Our system accepts a CSV or other file types are not accepted.
- Phone (required)
- First name (optional)
- Last name (optional)
- Email address (optional)
- Tag (optional)
Step 2: Map Your Fields
After you import your contacts, you will need to map the contact fields phone number, first name, last name, and email address to Salesmsg.
Step 3: Apply Tags
On the 3rd step, you can choose to apply tags to your import. Tags are used to segment your contacts to then send a Broadcast message. We highly recommend applying a tag to these imported contacts.
Step 4: Review Results
Should any contacts report as skipped click on the number in the failed column to review why.
How to Import Contacts Using Copy & Paste
Use the format below when copy/pasting your contacts.
Frequently Asked Questions
How do I get approved to import contacts?
Please reach out to our support team and request to have imports enabled. Once approved our team can turn this on for you to start importing your contacts.
What if my import isn't uploading?
We recommend double-checking that your import is a CSV file. (UTC-8 CSV file) Other files will fail to be recognized. You can also choose to Copy/Paste 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 contacts, we recommend breaking them up into 10,000 contact groups for a smoother import.
To reach our support team, please email [email protected].