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Streamline Your Contacts: Effortlessly Import and Organize with Ease

Updated: Oct 17, 2023


Streamline Your Contacts
Streamline Your Contacts

What is Contact Import?

Effortlessly Connect and Engage: Empower Your Conversations with baat.ai's Contact Management Features!


Synchronize Your Contact List: Seamlessly integrate your Contact List with our platform, enabling you to instantly recognize and connect with Contacts when they reach out to you.


Efficient Bulk Updates: Say goodbye to tedious manual updates! Easily update the information of multiple existing Contacts in one go, saving you time and effort.


Take the Lead in Conversations: Initiate meaningful conversations with Contacts in your Contact List, without waiting for them to initiate the first message. Start engaging and building relationships with ease!


(image)


Importing Contacts


Step 1: On the Contacts page, click on the arrow in the Add Contact button




Step 2: A pop-up window will appear, allowing you to enter various details such as the contact's name, phone number, tags, email, and more. Simply fill in the relevant fields in the pop-up window and click on the save button.


and the contact will be added to your contacts list in no time as shown below. From there, you can directly initiate a conversation by selecting the contact from your list. This streamlined process allows for seamless communication, ensuring that you can quickly connect and engage with your contacts without any delays.




Make sure that you have channels connected while initiating a chat with customers.




Importing Contacts By Bulk


The Contact Import process is divided into 3 parts:


Upload CSV / Xlsx file > Mapping >Review.


Stage 1 - Upload file


Step 1: In the Contacts page, click on the arrow in the Add Contact button > Import Contacts.





Step 2: To import your Contacts and their details, simply upload a CSV file that meets the following requirements:

  • Only .csv and .xlxs files are accepted for import.

  • The file size should be less than 20MB.

  • The file must contain at least one row of data.

  • It should have less than 10,000 rows.

  • Make sure to include a "Mobile/Phone" column to add new Contacts.

  • At least one column needs to be mapped to an identifier, except for the "Add All Contacts Despite Duplicates" import option.

  • All phone numbers in the CSV / XLXS file must include the country code, and it's recommended to use the "+" sign (e.g., +91 889988776).

  • For the Date field, use the recommended format "YYYY-MM-DD" (e.g., 2023-10-25).

  • You can download a sample CSV/ XLXS file with pre-populated data by clicking on the provided hyperlink.





Step 3: Add tags for the uploaded file(for eg- New customers , Important customers etc).




Step 5: Click Next.




Stage 2 - Mapping


You can easily map the column headers in the CSV / Xlsx file to the corresponding Contact Fields in your Workspace. This allows you to specify which Contact Field should be updated with the values from each column. When a column header in the file matches a Contact Field name, such as "Phone Number," the mapping will be done automatically, saving you time and effort.




Ensure that the defined identifier is mapped. Each Contact Field can only be mapped once.


If you wish to skip a column so its values are not imported, uncheck the checkbox on its left. A minimum of one column must be selected to proceed with the import.



Stage 3 - Review and Import


The number of Contacts that will be added and updated after the import, or skipped due to errors, will be reported. Once ready, click Import to proceed.



(Importing Screen)


(imported screen)


The importing process may take some time, but you can conveniently continue with other tasks while it runs in the background.



(Imported files added in Contacts lists)


Once the import process is completed, the contacts will be added to the contacts list and will be displayed with a blue background as shown in the Image above.

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