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Import your contacts

Bring Your Contact List into Salesmsg - Fast

Chris Brisson avatar
Written by Chris Brisson
Updated today

Importing your contacts is quick and easy with a simple CSV upload. If any contacts can’t be added, Salesmsg will let you know why—so you can clean up your list and start texting in no time.


Step 1: Head to the Contacts Page

Go to the Contacts section in your Salesmsg dashboard and click Import Contacts.


Don’t see the option?
If your user role is higher than “Member” and you still can’t find it, reach out to our support team via chat—we’ll help you get set up.


Step 2: Upload Your CSV File

Salesmsg accepts .CSV files only - no other formats.


Not sure what a CSV file is? No worries! We've got ready-to-use templates:


CSV Format at a Glance

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 from the template.

Our system only accepts a .CSV file. Other file types will not be accepted.

Fields

Format

Phone *required

(561) 778-7788

First Name

Mike

Last Name

Jones

Email

Tags

tag1, tag2, tag3

Custom Fields

Format

Example

Date

MM-DD-YYYY

12-25-1956

Number

Integer

45

Text

Text

Anything goes here

URL

Must start with https://

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.

If you used our Phonecheckr tool you can also map additional fields to import this information. It works for importing new and updating existing contacts.

Step 3: Apply Tags

Want to send a message to this group later? Tags make it easy to segment your contacts for broadcasts.


💡 Tip: Always tag your imported contacts so you can find or message them as a group later.

Step 4: Review Results

Once the import finishes, Salesmsg will show you a summary of what was:

  • Imported

  • Skipped

  • Marked as Duplicates

Click on any number to see which contacts fall into that category and why.

Selecting "Duplicate":


Selecting "Skipped":


Frequently Asked Questions

What if some of my contacts are already in Salesmsg, but most are new?
No problem! Salesmsg will spot the duplicates and let you choose whether to merge them or keep both.

Why won’t my file upload?
Here are a few quick things to check:

  • Make sure your file is saved as a CSV file (UTC-8 CSV file)

  • Double-check there's no empty row between the header and your contact info

  • Keep formatting simple - no merged cells or fancy stuff

  • If all else fails, re-save the file once more as "CSV" and try uploading once more

How many contacts can I import at once?
You can import as many as you want—Salesmsg doesn’t limit you. Go ahead and bring in your full list


Need Help? ✋🏻

Contact us on live chat or send an email to us at [email protected].

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