Importing Contacts

The importing process can be a bit annoying the first time, but if you follow our step-by-step guide, you’ll learn how to import your contacts correctly and avoid errors.

Search Field

IMPORTANT – There are two required fields in order to import your contacts to the platform. They are: the contact’s name and a search field. Once the group’s search field is set, any contact to be imported to this group should necessarily have one of the three following details: mobile, landline, or email.

Preparing the spreadsheet and exporting in CSV

To import contacts, you should first:

Download the spreadsheet model below:

Operating System Type of file Extension Download link
Windows Excel 2010 .xlsx   Windows_2010_XLSX_MP_Contatos_PT – 9 KB

Mac OS X Numbers or Excel .xlsx   mobi-pronto-template-contatos-excel-mac-2007 – 28 KB

Step 1. Open the spreadsheet model in Excel (Windows) or Numbers (Mac)

APPLE USERS – We suggest using the program Numbers. If you’re a Mac user, Numbers should be available for free download in the App Store. We don’t recommend using Excel (Office for Mac) because it doesn’t support exporting accented characters in CSV, such as á, é, í, ó, ú, ç, among others.

WINDOWS USERS – Move to the next step.

Step 2. Copy and paste your contacts’ data in the respective columns.

TIPS AND TRICKS – This process may be lengthy, but it’ll help avoid errors in the importing process. Many spreadsheets and CSV files exported from other programs have proprietary formatting and are not supported by our platform.

IMPORTANT – It is necessary that you:

  1. Fill in at least 2 columns: the contact’s name and the search field you previously set for the group to which you’ll import these contacts
  2. Delete the spreadsheet columns you won’t be using
  3. Don’t include columns in your spreadsheet with Custom Details. We’ll talk about how to Import Custom Details in another tutorial

Step 3. Export your spreadsheet in CSV format

TIPS AND TRICKS – We recommend you export your spreadsheet in CSV format. It’s a universal format and your contacts’ details have a 100% chance of being preserved in the importing process.
Exporting your spreadsheet in CSV format via Excel (Windows)
  1. In the main menu, click on “File”
  2. Click on the “Save As…” option
  3. In the window that opens, choose “Save As Type: CSV (separated by commas)”
Exporting your spreadsheet in CSV format via Numbers (Mac)
  1. In the main menu, click on “File”
  2. Click on the “Export” option
  3. In the window that opens, choose “CSV” and “Unicode UTF-8” format (this option will preserve your accented characters)

Using the Import Module

  1. In the “Groups” list, click on the desired group
  2. Then click the “Import Contacts” button to open the Import Module

Step 1. Select and upload the CSV file

  1. Select the CSV option
  2. Select the file on your hardrive
  3. Click on the “Upload” button
  4. The estimated number of contacts will appear in the lower right-hand corner
  5. Click on “Continue”

Step 2. Synchronize the columns

  1. Select the option “The first line of my file represents the header”
  2. Match your spreadsheet’s columns to the platform’s fields
  3. In the “Help with the Telephone Formatting” area (optional): Select your contacts’ country. This will trigger an auto-correction of their numbers’ IDD code. If you forgot to add an area code to your original spreadsheet and all your contacts are from the same area, you can add it now as well.
  4. Click on “Continue”

Step 3. Visualization of the errors found

TIPS AND TRICKS – Our platform detects erros in mobile and landline numbers as well as email addresses. Should there be errors in your contacts’ details, a list of them may be visualized. We suggest that you copy this list into a text file on your computer so you can analyze and fix these errors in the future. It’s totally normal that a list has at least a few errors, especially with a high volume of contacts.

  1. Select the option “Ignore contacts with errors and continue”
  2. Click on “Continue”

Step 4 – Review and Accept

TIPS AND TRICKS – If your contact group isn’t empty, we suggest you mark the option “In case of existing contacts, please update them”. The platform will automatically update your old contacts with the details of your new spreadsheet based on the Search Field.

  1. If you agree to our Anti-Spam Policy and Terms of Use, check the corresponding box
  2. Click on “Continue”

Step 5. Processing and Closing

  1. The importing process will begin, please wait…
  2. After receiving the “Imported successfully” message, click “OK”
  3. Close the import module window