There are several ways to add people to Contacts:
- New contact — add someone manually with their details.
- Import — upload a CSV to add many contacts at once.
- Automatically — a contact is created whenever someone messages you on a connected channel.
Importing a CSV
After choosing your file, a mapping step shows your CSV’s columns: match each one to a contact field (Name, Email, Phone number, Identifier, Company name, City) or mark it Skip column. Anything unmatched is saved as a custom attribute, so extra columns like “budget” or “branch” aren’t lost.
Two things to check before importing:
- Map at least one of Email, Phone number, or Identifier — contacts without any of these can’t be updated or de-duplicated later.
- Phone numbers must be in international format (e.g. +60123456789) — the mapping step warns you about rows that aren’t.
You’ll be notified by email when the import completes. Use Message to start a new conversation with a contact directly.