How do I import contacts?

Import contacts when you need to add a fixed audience to Whippy from a file or pasted table data.

Before you start

• Prepare a clean contact file or copied table data.

• Use clear columns for names, phone numbers, emails, external IDs, tags, or other fields.

• Confirm you have consent before opting imported contacts into messaging channels.

Steps

1. Open Contacts from the main sidebar.

2. Select All contacts.

3. Select Add.

4. Select Import CSV.

5. Enter a name for the new static list created by the import.

6. If appropriate, use Opt in to channels to opt imported contacts into selected channels.

7. Upload a supported file or paste contact data from your clipboard.

8. Map columns to contact fields.

9. Review the import mapping.

10. Confirm the import.

11. Open Lists → Static lists to review the imported list.

Tips

• Clean the file before importing so phone numbers, emails, and external IDs are consistent.

• Use a descriptive static list name with the audience and date.

• Run a small test import if the file has many custom fields or unusual formatting.

Troubleshooting

• If a file does not upload, export it as CSV or XLSX and remove unsupported formatting.

• If columns map incorrectly, rename source columns clearly and remove extra header rows.

• If imported contacts cannot receive messages, review destinations, opt-in status, and selected channels.