How to upload new contacts in bulk?
Written Steps:
Go to Contacts
Select Upload new contacts
Select Download Template File
Open the Excel Template File and fill in all the information based on the example in the Template File. (Always remember to insert country code in front of phone number)
Save the Excel Template File.
Select Import
Upload the Excel Template File
Select Upload
Visual Steps
Import Template Guide
Download the template below and fill in one contact per row. The first row is the header row β keep it and do not reorder the columns. Columns are read by their position (A, B, Cβ¦), not by their header text. Leave a cell blank to skip that field.
Columns
A
channel_id
Yes
Which channel this contact belongs to. Use a single number:1 β WhatsApp (incl. Cloud API)2 β Facebook Messenger3 β Instagram4 β LINE5 β Telegram6 β Email7 β WeChat
B
sender_id
No
Leave this blank. It's a technical ID the system fills in automatically when the contact first messages you on that channel.
C
first_name
Yes
Contact's first name. Free text.
D
last_name
No
Contact's last name. Free text.
E
phone
Recommended
Full international number, digits only, no + or spaces β e.g. 14155550123. Used to match & update an existing contact.
F
wa_id
No
WhatsApp ID β usually the same digits as the phone number. Relevant only for WhatsApp (channel 1).
G
email
Recommended
Valid email address. Used together with phone to match & update an existing contact.
H
tags
No
Comma-separated labels, e.g. vip,lead,newsletter.
I
address
No
Postal / physical address. Free text.
J
opt_in
No
Messaging consent: 1 = opted in, 0 = not opted in. Defaults to not opted in if blank.
K
image
No
Public URL of the contact's avatar image.
L
merge
No
Internal merge flag. Leave blank unless instructed otherwise.

How matching works: within your workspace, a row is matched to an existing contact by email or phone. If a match is found the contact is updated (blank cells are ignored, so they won't erase existing data); otherwise a new contact is created. Provide at least a phone number or email so duplicates aren't created.
Last updated