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On this page
  • 1. Create Contact (Add a single contact)
  • 2. Import Contacts
  • 3. Export Contact
  1. Contact setup
  2. Contact

Import, Export and Add Contact

PreviousContactNextContact Info Page

Last updated 25 days ago

You can manage your contacts within chatalog through three primary actions on the Contact > Your Contacts page:

  1. Create contact

  2. Import contacts (CSV)

  3. Export contact list (CSV).

1. Create Contact (Add a single contact)

If you only need to add a single contact, fill in Name and Phone in the pop-up window and click Add to apply.

2. Import Contacts

After clicking the "Import contacts" button, you need first to download the .csv template file to edit as step 1. Enter the columns of name and contact number. The phone number should be filled in together with the country code at the beginning, without extra brackets or a plus sign.

For example, if the country code is 852 and the phone number is 98765432, please fill in 85298765432. After saving the contact list file, you can drag the .csv file into the area of step 2. Click "import" as step 3 to wait for the upload to finish.

If you import a contact list that includes some existing phone numbers, the first name, last name, email, and custom fields will be updated, and new labels will be added. It will not create an extra contact when you import and update information for an existing contact with the same phone number. But if you import the same contact with empty fields, the existing information will not be deleted.

3. Export Contact

If you want to export all contacts, you just need to click Actions > Export Contacts (CSV).

But if you want to export contacts with certain labels, you may follow the steps below:

First, click "Filter" to expand the dropdown so that you can select which labels to filter. The contact list will then refresh to display contacts only with the selected labels. Then, click Actions > Export Contacts (CSV). The downloaded file will be a filtered contact list.

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