The Contacts module is designed to help you efficiently manage all contact-related operations. It enables users to add, edit, delete, and star contacts, along with powerful tools for bulk import and export—ideal for handling large contact lists.
Note: The number of contacts a user can add is limited based on their subscription plan.
For trial accounts, you can configure the contact limit by navigating to:
Settings > Subscription Settings & under Trial Period Limits change the Contacts Limit

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Bulk Import

Quickly import multiple contacts at once using a CSV or Excel file. The import process automatically includes all your configured dynamic contact fields, ensuring comprehensive data import.

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Step 1: Download the Import Template

Before importing contacts, you should download the import template which includes all your configured dynamic contact fields:
  1. Navigate to the Contacts page
  2. Click on Import Contacts
  3. Click Download Template to get the latest template with your current dynamic contact fields
Important: Always download the template before importing to ensure you have the latest dynamic contact fields as configured in your settings.

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Step 2: Required Column Mapping

The template will include these standard fields plus your custom dynamic contact fields: Standard Fields:
  • First name (Required)
  • Last name
  • Phone (Required) — Must start with the country code
  • Email
  • Group name
  • Street
  • City
  • State
  • Zip
  • Country
Dynamic Contact Fields:
  • All custom fields you’ve configured in Settings > Contact Fields will automatically appear as columns in the template
If a group name does not already exist, it will be created automatically.
To assign a contact to multiple groups, separate the group names in the same cell using a pipe symbol (|).
Example: Group 1 | Group 2

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Step 3: Import Process

  1. Fill in your contact data using the downloaded template
  2. Save the file as CSV or Excel format
  3. Upload the file through the import interface
  4. Review the import summary showing successful and failed imports

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Import Rules & Validation

  • Contacts that are duplicates of existing contacts will not be added. This includes duplicates found within the uploaded file.
  • Contacts with incorrectly formatted phone numbers (e.g., missing country code) will be skipped during import.
  • Dynamic contact fields are automatically mapped based on column headers matching your configured field names
  • Empty dynamic field columns will be stored as null values

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Bulk Export

Export your entire contact list or selected contacts to an Excel file for backup, reporting, or integration with other systems.

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Export Features

  • Complete Data Export: Includes all standard contact fields plus your configured dynamic contact fields
  • Multiple Formats: Export as CSV or Excel (XLSX) format
  • Group Information: Contact group assignments are included in the export
  • Address Details: Full address information (street, city, state, zip, country) is exported
  • Dynamic Fields: All your custom contact fields and their values are included in the export

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Export Process

  1. Navigate to the Contacts page
  2. Select the contacts you want to export (or export all)
  3. Click Export and choose your preferred format
  4. The exported file will contain all contact data including dynamic fields

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Important Items To Note

  • If you delete a contact and later re-add it, you will not be able to access previous chat history associated with that contact. Once deleted, the link to past conversations is permanently removed.