Easily import contacts from a .CSV file or by copy-pasting your desired contacts into the free field! Salesmsg makes importing contacts off a list simple, should we skip any contacts we'll tell you exactly why so you can groom your contact list and get to texting.
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.
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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
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 or duplicate click on the number in the column to review why.
How to Import Contacts Using Copy & Paste
Use the format below when copy/pasting your contacts.
Frequently Asked Questions
What if I have some contacts already in Salesmsg on the sheet I want to import with mostly new contacts?
No worries, we don't duplicate contacts. Ever.
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.
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].