How to add contacts or import them by CSV
Add customers one at a time with Add Contact, or bring in a list at once with Upload CSV.
Steps
- Go to Contacts; use search and sort to find existing entries.
- To add one manually, select Add Contact and fill in phone, name, and tags (default country is set to MA unless you change it).
- To import many at once, select Upload CSV with columns
phone, name, notes, tags— a downloadable example CSV shows the exact format. - Preview the file before confirming the import; the result shows how many were imported, how many duplicates were skipped, and any per-row errors.
Common problems
- "Couldn't read that file"make sure you're uploading a plain CSV (not an Excel file saved with a different format) and that the column headers match exactly.
- "No contacts with a phone number were found"check that your phone column is filled in and not empty for every row.
- Some rows were skippedduplicates (matching an existing contact) are skipped automatically; check the per-row errors for anything else, such as a missing or invalid phone number.
- Phone numbers imported without the right country codethe default country is MA; include the full international format (with country code) in your CSV to avoid this.