Chat for Magento: Import multiple contacts

Learn how to import multiple contacts into an existing or new address book.

Overview

You can bulk upload contacts into a new or existing address book using our contact importer. All contacts must have at least an email address or mobile phone number.

Before you start

Things you need to know:

  • This article is for users of the free trial version of Chat for Magento. If you're a paying user, check out the articles in Email contacts and Email address books.
  • You can only import Excel, CSV, TXT and ZIP file formats.
  • You must have an address book ready to import the contact data into.

Import contacts into an address book

To import contacts into an existing address book:

  1. Go to Contacts.
  2. Select the address book you want to import the contacts to.
    If you're not sure, select all contacts.
  3. Expand the +New contact drop-down menu, then select Import contacts.
  4. For File upload, select +Choose file, then find and select the file you want to import.
  5. For Email address to notify, enter the email address you want us to send the import-complete report to.
  6. For Encoding type, expand the Encoding type drop-down menu and choose the encoding type of your file.
  7. Select Upload.
  8. Under Data mapping, expand the Map to contact data field drop-down menus to map your file column to a data field in your account.
    To learn more, check out the section How to map your contact data.
  9. When complete, select Finish.
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