Before uploading, make sure your CSV file meets the following requirements to avoid errors:
• File format: CSV only, .xlsx and other formats are not supported.
• Column headers required: Every column must have a header in the first row.
• No illegal characters in headers: Headers must not contain special characters such as _, #, @, !, %, etc.
• Mandatory fields: First Name and either Phone Number or Email must be present and populated for each contact.
• No illegal characters in data cells: The First Name and Phone Number cells in particular must not contain special characters.
Once your file is uploaded, you can monitor the import in real time. Navigate to Contacts > Import Progress to see how many contacts have been successfully imported and how many have failed.
To understand why specific contacts failed, click Failed within the import progress screen. Common reasons include:
• Duplicate contact — the phone number or email already exists in your account.
• Phone number missing — the contact has no phone number in the required column.
• Illegal characters in a cell — the First Name or Phone Number field contains unsupported characters.
Fix the affected rows in your CSV and re-upload to add those contacts.
