Importing Contacts

Import Contacts allows you to upload and add multiple contacts to the system in bulk using an Excel file. It's useful for quickly updating or adding new contacts without manual entry.

Steps to Import Contacts-

To import contacts into Wabo, follow these steps:

1. Navigate to the Contact Module:

   • On the left-hand side, go to the Contact Module and select Contact.

2. Access Import Contacts:

   • Click on the three-dot icon at the top right of the Contact Module.

   • Select Import Contacts.

3. Choose Type for Import:

   • A new page will open. Select the type of data your file contains:

     • Mobile for phone numbers

     • Email for email addresses

     • Both for a combination of mobile and email contacts

       • Note: It is mandatory that the file should either contain email or phone number for the import.

   • Download the sample file for reference if needed.

4. Upload Your File:

   • Upload the file containing your contacts (supported format: xls, xlsx, csv).

   • Click Next.

5. Select Import Options:

   • Choose from the following options based on your needs:

     • Create New Contacts: Adds a fresh list of contacts, without modifying existing ones.
     • Create New and Update Existing Contacts (Without Overwrite): Adds new contacts and updates only the empty fields of existing contacts.
     • Create New and Update Existing Contacts (With Overwrite): Adds new contacts and fully updates all fields of existing ones.
     • Update Only Existing Contacts (Without Overwrite): Updates only the empty fields of existing contacts, leaving existing data intact.
     • Update Only Existing Contacts (With Overwrite): Updates both empty and existing fields, overwriting the current data. 

   • Note: These actions are irreversible.

6. Set Additional Details:

   • Add unique identifiers such as Email ID or Phone Number to avoid duplicate entries.

   • Set additional details if needed:

     • WhatsApp Subscription Status

     • SMS Subscription Status

     • Email Subscription Status

     • Sales Owner

     • Marketing List

     • Lifecycle Stage and Lifecycle Status

 

7. Map Contact Fields:

   • After uploading, you’ll see a table displaying:

     • File Column Name

     • Predefined Fields

     • Mapped (checkbox)

   • Review the mappings and check the Mapped box to confirm.

8. Finalize the Import:

   • Once everything is mapped and configured, click Finish Import.

   • The contacts will be added to your system, and you’ll receive a confirmation once the process is complete.

Your contacts will now be imported and available for use in Wabo.