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How to upload new contacts in bulk?

Written Steps:

  1. Go to Contacts

  2. Select Upload new contacts

  3. Select Download Template File

  4. 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)

  5. Save the Excel Template File.

  6. Select Import

  7. Upload the Excel Template File

  8. Select Upload

Visual Steps

Step 1 & 2

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, C…), not by their header text. Leave a cell blank to skip that field.

Columns

Col
Field
Required
What it is & possible values

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.

Step 3

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.

Step 4
Step 5 & 6

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