Import New Contacts With A .CSV Data File Upload

Add New Contacts in Bulk

Account admins and program admins can add new contacts at any time by uploading a CSV file from the Programs tab.
 

Step 1: Create the CSV File

1. Start with a CSV file that includes the following required fields:

   • customer_id

   • first_name

   • last_name

   • group_list

   • phone

2. Assign groups

   • Each contact must be assigned to at least one group using the group_list column.

   • Any unique value in the group_list column is automatically created as a group during import. You can use these groups to assign counselor caseloads or send targeted messages.

   • To assign a contact to multiple groups, separate group names with a semicolon (;).

   • Group 1;Group 2

3. Add additional optional fields as needed.

   • timezone (recommended if contacts are in multiple time zones)

     • If no timezone is provided, contacts are assigned the program’s default timezone.

   • Any additional custom fields you’ve created in Message.

     • To learn how to create custom fields, click here.

4. Save the file as a CSV. 

   

    

Step 2: Import the CSV File into Message

5. In Message, select the Programs tab.

6. Select the Import Contacts tab.

7. Choose the appropriate program from the left-hand menu.

8. Click Upload File and upload your CSV file. 

   

9. Check Import new contacts, and uncheck Update existing contacts.

10. Choose an error setting:

• The default option imports the file only if no errors are found.

• The alternate option runs the file even if errors occur and provides details on skipped rows and reasons.

11. Click Start Import. 

    

Once the import is complete, a summary will display the number of updated contacts and any errors encountered.