Uploading Contacts from a CSV File

Users can quickly add multiple contacts to a contact group by uploading a CSV file, ensuring efficient recipient management for surveys or communications.

Accessing the Upload Contacts Option

Contacts can be uploaded in two ways:

1. Select Upload Contacts from CSV displayed by default after creating a contact group.

2. Select Upload Contacts from CSV from the Settings drop-down menu next to a contact name.

   

• The Create Contacts panel opens.

Steps to Upload Contacts

1. Click Browse File to select the CSV file containing contact information.

   
2. The contact details from the CSV are displayed on the screen.

3. Review the contacts and select the ones to upload by ticking the checkboxes.

4. Click Submit.

   

• The selected contacts are uploaded to the Contacts List.

• A notification confirms successful upload.

Notes:

• To select all contacts from the CSV, tick the box next to the Mobile No. column header.

• Ensure the CSV file follows the required format to prevent upload errors.

• CSV upload is recommended for bulk contact additions to save time.