How to import contacts

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.

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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

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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.

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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

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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.

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4. Upload your edited CSV file

Click on the Upload CSV File to import your contacts.

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5. Contacts imported successfully

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