Add and import contacts

You add contacts in bulk by uploading a CSV file, or one at a time with Add Contact. Each becomes a contact you can filter and broadcast to.

Most import problems come from the file, not the upload. Get the file right and the import takes a minute.

Before you import

Two things have to exist in WhatsApp Marketing before the file goes in. If they do not, those values are not added to anyone.

  • Every tag in your file. Create them under Manage → Tags, spelled exactly as in the file. Tags are case-sensitive, so VIP in the file does not match a tag called vip. See Tags and attributes.
  • Every custom attribute column, such as city or email. Create them under User Attributes first.
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Everyone you import counts as opted in

WhatsApp Marketing assumes every imported contact agreed to hear from you on WhatsApp. It cannot check. Only import people who did, for example customers who ticked a WhatsApp box at checkout or on a sign-up form. See Opt-in and opt-out.

The CSV file

The file must be a .csv. If your list is in Excel or Google Sheets, download it as CSV.

ColumnRequiredWhat goes in it
NameYesFull name. Also gives each contact $FirstName and $LastName, so "Priya Sharma" can be greeted as Priya.
Mobile NumberYesThe WhatsApp number. See the formats below.
TagsNoThe tag for this contact
SourceNoWhere the contact came from, in your own words. Left empty, it becomes IMPORT.
First MessageNoOne first message tag
Any custom attributeNoA column per attribute, such as city or email

Columns you leave out stay empty. Status, State, Last Active and Created At fill themselves in, so do not include them.

Phone number format

Number fromWrite it asExample
India10 digits, or with 91 or +91 in front9876543210, 919876543210, +919876543210
Anywhere else+, then the country code, then the number+15417543010 (US), +61412345678 (Australia)
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Foreign numbers without a + become Indian numbers

A number with no + and no country code is treated as Indian, and 91 is added in front. A US number written as 5417543010 becomes 915417543010, which is someone else's number or no one's. Check every non-Indian number has its + before you upload.

A file that imports cleanly

Name,Mobile Number,Tags,Source,city,email
Priya Sharma,9876543210,diwali_2026_signup,Website popup,Pune,[email protected]
Rahul Mehta,+919812345678,diwali_2026_signup,Website popup,Delhi,[email protected]
Anna Clarke,+447911123456,diwali_2026_signup,Instagram,London,

Anna has no email, so hers stays empty.

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Screenshot: A sample CSV laid out in a spreadsheet, with the required columns marked (IMP-01)

Import the file

  1. Go to the Contacts page.
  2. Click Import in the top right, next to Export.
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Screenshot: Contacts page with the Import button (IMP-02)

  1. Click Upload File and pick your .csv file.
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Screenshot: Import window with Upload File (IMP-03)

  1. Map each column. Your file's column headings are on the left. Contact fields are on the right. Match each heading to its field, such as Name to the user's name and Mobile Number to the phone number.
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Screenshot: Column mapping, with CSV headings on the left and contact fields on the right (IMP-04)

  1. Click Import at the bottom right.

Mapping a column to the wrong field can make the whole import fail. Take a second look at the phone number mapping in particular.

Check what happened

Click View History on the Contacts page to see each import.

ResultMeans
Contacts addedNew contacts created
Contacts updatedNumbers that already existed. Their details now match your file. Their chats are kept.
Could not be addedRows that failed. Download the report to see the reason for each.
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Screenshot: View History window showing added, updated and failed counts (IMP-05)

Always look at the failures. A few bad numbers in a big list is normal. Many failures usually mean a formatting problem in one column, and fixing the file and uploading it again is quicker than fixing contacts one by one.

Updating contacts with a new import

Importing a number that already exists updates that contact with the values in your file. Nothing is duplicated, and their chats are kept.

To tag many existing contacts at once, filtering and using Actions → Manage Tags is simpler. See Tags and attributes.

Add one contact

For a single customer, a CSV is more work than it is worth.

  1. On the Contacts page, click Add Contact.
  2. Fill in their details.
  3. Click Add Contact.
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Screenshot: Add Contact form (IMP-07)

Only add someone who agreed to hear from you.

Edit one contact

Select the contact on the Contacts page, click Edit Contact, and change the details.

Export contacts

On the Contacts page, open the Actions dropdown next to Import and click Export. Every contact on the page is downloaded as a CSV file.

To export only some contacts, filter first. The export follows the filter, so filtering for a tag and exporting gives you just those people. See Filter contacts.

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Screenshot: Actions dropdown open with Export (IMP-06)

Good habits

Tag every import. Give each upload a tag naming where the people came from and when. It is the only way to reach that group again later.

Clean the file first. Remove duplicates, blank rows and numbers you know are landlines. Every failed number is a wasted send.

Keep the source honest. If the list came from a giveaway on Instagram, put Instagram giveaway in the Source column. When one group blocks you far more than others, the Source column tells you which list to stop using.


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