Using Data Import to Manage Contacts
Overview
You can perform bulk contact operations by importing contact data. Data can also be exported - modified in excel then re-imported as a .csv file.
Navigation
SMS Home > Contacts > Import
Import Contact File
Options and Required Values
Options | Description |
|---|---|
Notification email address for return of errors and completion notice | |
Country | Country for number validation |
Sender | if you have more that one AppSender select the right one. |
Import Type | Select one of the following AddNew - add as new contact to existing contact records OptOut - Must have col. D set to = TRUE. Will opt out existing matching numbers in contact list. AddNewAndDeleteOld - deletes all existing contact records then creates new one based on the list. Update - updates contact records with information provided - blank data fields will be set to blank in contact record. |
Categories
To Import new Categories:
1. Export the full contact list.
2. Add new Category name(s) to column H.
3. When importing, Select Import Type 'Add New & Delete Old'.
This will delete the old record and replace it with your updated contact.
Import File Fields and format.
File needs to in .csv format.