How to import contacts?
To import contacts, start by exporting them from your CRM or contact management software as a CSV file. Then log in to your Texty Pro account, go to the Contacts tab, and click the upload contacts icon on the upper right corner. Use the provided template CSV, fill in your contact data under fields like First_Name, Last_Name, Phone_Number, Email_Address, and Tags, save it, and upload the file. Once completed, your contacts will populate in the platform for easy messaging and organization. Keep reading to learn more.
If you are using a CRM or any type of contact management software, you'll want to export your contacts and import them into Texty Pro.
Texty Pro supports importing of contacts via CSV (Comma Separated Values) file format. To import your contacts, you will need to export your existing contacts stored on your CRM or contact management software as a CSV file.
How to Import Contacts
Once you have exported your contacts as a CSV file, go to Contacts tab to start importing your contacts.
Texty Pro supports following contacts data: First_Name, Last_Name, Business_Name , Job_Title, Phone_Number , Email_Address, Street_Address, City, State, Zip_Code, Blocked, Tags
1. Click on the overflow icon
Clicking on the Overflow icon (3 horizontal dots) found in the top right hand corner to open a dropdown with the option to import your contacts.
2. Download the template CSV file
The Template CSV file includes 2 sample contacts with the following data: First_Name, Last_Name, Business_Name , Job_Title, Phone_Number , Email_Address, Street_Address, City, State, Zip_Code, Blocked, Tags
3. Add your contacts to the CSV file
You may add tags separated by commas or add a contact to the blocked list by adding a Yes in the Blocked column. Otherwise, you may simply leave it blank or add a No in the Blocked column to add your contacts.
Do not modify the headers in the CSV file. Begin by deleting the 2 sample contacts and adding your exported contacts to this CSV file. Make sure to save the file as CSV file.
4. Upload your edited CSV file
Click on the Upload CSV File to import your contacts.
5. Contacts imported successfully
Want to learn more about how you'll benefit with business text messaging?
Schedule a 30 minute live demo to meet with one of our team members to discuss how our business text messaging service can benefit your business or organization.