Importing your contacts is quick and easy with a simple CSV upload. If any contacts canât be added, Salesmsg will let you know whyâso 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.
âDonât see the option?
If your user role is higher than âMemberâ and you still canât find it, reach out to our support team via chatâweâll help you get set up.
Step 2: 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.
Accepted Fields and Formats
Default Fields | Format |
Phone *required | (561) 778-7788 |
First Name | Mike |
Last Name | Jones |
Tags | tag1, tag2, tag3 |
Number Status | Valid Invalid |
Carrier Type | mobile voip landline |
Custom Fields | Format |
Date | MM-DD-YYYY |
Date / Time | MM-DD-YYYY HH:MM:SS |
Number | Integer |
Text | Text |
URL | Must start with |
Contact Owner | Must be a Salesmsg User's email |
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.
đĄ Hot 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.
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 wonât 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 wantâSalesmsg doesnât limit you. Go ahead and bring in your full list
Need Help? âđ»
Contact us on live chat or send an email to us at [email protected].