Uploading a List
Uploading your contacts is fast and simple. Choose your file, map the data to the correct headers, verify it, and you’re all set. Prefer video? Here’s a quick walkthrough.
To get started, go to the Contacts page and click the Upload button.
Drag and drop your file, or click Browse to select it from your computer.
Note: Only CSV (Comma Delimited) files are currently supported.
Once you’ve uploaded the file, click Next to continue.
Click the header above each column and choose the appropriate field from the dropdown to match your data.
Note:
- To proceed, map at least the First Name, Last Name, and Phone headers. You can assign up to 10 phone numbers per list if needed.
- Make sure to assign all headers accurately—your campaign templates pull data directly from these fields. If headers are mismatched, your messages may display incorrect or awkward information to your contacts.
- If you need to include custom information, simply create Custom fields in your account and use them as headers when uploading your contact list. You can add up to 20 fields in the Settings.
Once you’ve assigned the headers, click the Apply button to save your selections and move on to the verification step.
Note:
- Each time you upload a phone number, it’s saved along with the mapped contact information. If you re-upload the same number with different details, the existing data will be overwritten.
- If you want to reupload contacts that already exist in your account, make sure to uncheck the Existing contacts option. Otherwise, the system will remove them from the group during the verification process.
Once verification is complete, you’ll see the Lookup results, showing a detailed breakdown of the phone number types and their distribution.
Your contacts are all set, and you’re ready to start building your campaign.