How to import contacts and map the CSV?
WhatCX lets you import contacts from a CSV file as well. All you have to do is create an excel sheet with all the details you want to have for your contacts. Download the file in CSV and import it. Please note – Name, Mobile Number, and Country Code are the mandatory field.
Here are the steps to Import a CSV file and map it –
1. Login to WhatCX and navigate to Contacts on the left panel and Click on Import
2. Select the file you want to upload
3. Click on Map CSV
4. You now need to define the fields in the system as per the data in the sheet. In the below screenshot, I have mapped the name against the First name, Country code against the country code, and Mobile Number against the Mobile. This means that the input of which field has what data is given to the system.
Please note – Name, Phone number and country code are the mandatory field.
5. You can click on the + icon to add more fields in case you want to assign a Tag to these contacts, or want to have their company name etc.
6. Once you are done with mapping your CSV file. Click on Save and Continue
7. Your file will be imported and you can see your data
8. Click on Go back to Contacts and you will find all your contacts there.