Upload and manage contacts

People is where you upload, organise, search, and update recipients.

Prepare a file

1. Use a .csv, .txt, or .xlsx file. The older .xls format is not accepted.
2. Put one contact on each row.
3. Include a phone column.
4. Keep each phone to 7 to 15 digits after +, spaces, brackets, and other separators are removed.
5. Use a fictional test number such as +44 7700 900123 before importing client data.

The importer expands phone numbers saved in scientific notation. It accepts up to 1,000,000 rows and 500 characters in one cell. No more than 3 background imports can be active at once.

Upload contacts

1. Open People.
2. Select Upload Contacts.
3. Find Upload CSV, TXT, or Excel File.
4. Drop the file into the upload area, or select it from your device.
5. Choose Add to existing database, or enter a name under Or create new database.
6. Select Upload File.

You can also paste phone numbers into the upload area. Put one number on each line, or separate numbers with commas or semicolons.

Map file columns

1. In Map Columns, select First row is header when row one contains column names.
2. Review every choice under Column Mappings.
3. Map one column to Phone Number.
4. Use Skip this column for data you do not need.
5. Use Set a fixed value (all rows) when every imported contact needs the same custom value. A fixed value can contain up to 170 characters.
6. Check Preview (first 5 rows).
7. Select the import button at the bottom. Its text shows how many contacts will be imported.

You can map data to Custom 1 through Custom 10. Naming a custom field while mapping requires permission to update settings.

Add one contact

1. Open People.
2. Select Add Contact.
3. Enter Phone Number.
4. Add First Name, Last Name, Email, and Custom Fields when needed.
5. Select Add Contact.

The add form has no address field.

Edit one contact

1. Open Contacts.
2. Find the contact.
3. Select the Edit icon.
4. Update the details in Edit Contact.
5. Select Save Changes.

The phone number is read-only. The edit form also lets you update the address.

Use databases and smart segments

1. Open Databases.
2. Expand a database row to see Clicked and Converted contacts.
3. Select Target to start a broadcast for one of those segments.
4. Use the row actions Merge, Estimate cost, or Edit when needed.

The targeting action requires permission to create broadcasts. Databases are called tags in messages and automation.

Opt-outs and the blacklist

Opted-out and blacklisted numbers are excluded automatically when recipients are calculated. The campaign summary shows how many numbers were excluded.

The {opt_out_link} macro becomes a unique unsubscribe link for each recipient. There is no client list for browsing opt-outs or blacklist entries. Contact support to review or remove an entry.

The domain used by the opt-out link is configured under Opt-Out Settings in Integrations. Read the domain guide.

Permissions

Contact permissions control who can add, import, edit, delete, and export contacts. Tag permissions control database changes. Ask the account owner to update your role when an action is missing.

Troubleshooting

1. Confirm that one column is mapped to Phone Number when the import button is unavailable.
2. Check First row is header when column names appear as contact data.
3. Review Duplicates Skipped after an upload completes.
4. Save an .xls file as .xlsx before trying again.