How to import bulk contacts

Step 1:

Download the CSV template and then open it: 👇🏻

Step 2:

In the demo, put names in list 'name', put the phone number in list 'phone'(Note: country code must be added - e.g. 85268019530), input tag in the list 'tag'(for example VIP)

Step 3:

Covert the file format

Choose 'Format', then 'Number', then 'Plain Text’

Step 4:

Save the file as csv

Choose 'File', then 'Download', then 'Comma-separated values (csv.)'(video tutorial: https://www.loom.com/share/e2358b157a4b42108ffe50cc848076d0)

Step 5 To download the Import CSV template, users may go to [CRM], then click on [Contacts]:

Step 6: Click on [Import], then click [Download Template Here]:

Step 7: Once users have downloaded the Import CSV template, click on the excel file itself and fill in the blanks accordingly: 👇🏻

Step 8:

Upload the csv to ChatDaddy. On the Audience page, click '+' at the top right corner, then click 'Import CSV'

Step 9 :

Click 'Upload', then click 'Import'

Congratulations! 🥳