YesHello OLD
  • 👋 Welcome
  • 📖 Glossary of Terms
  • ☎️ Getting Support
  • 💥 Changelog
    • Import Contacts with Greater Flexibility and Accuracy
    • [v8.3] New Shortcuts Feature, More Variables and Workflows Conditions, and tons of tweaks!
    • [v8.2] Redesigned Messages Module, New Custom Channel Integration, and more new features and fixes!
    • [v8.1] New Navigation Design, New Workflows Steps- Add Google Sheets Row & HTTP Request and more!
    • [v8.0] Workflows (AKA Automation 2.0), WhatsApp Message Template API, and more!
    • [v7.9] WhatsApp Message Template Improvements, Data Export, and more!
    • [v7.8] IMAP/SMTP, Website Chat Improvements, WhatsApp Interactive Message, Broadcast features
    • [v7.7] Instagram, 360dialog Improvements and more!
    • [v7.6] Reports 2.0, Closing Note, and more improvements!
    • [v7.5] Reports, Dashboard 2.0, Data Export, Voice Messaging, Time Zone, and more!
    • [v7.4] Contact Merge, Improved Contact Fields, Receiving Locations and many more improvements
  • ⚡Quick Start Guide
    • Quick Start
    • Connecting a channel
      • Step 1: Register Chat API Account
      • Step 2: Connect WhatsApp Number
      • Step 3: Connect WhatsApp API
      • Invite your teammates
    • Responding via Desktop
    • Responding via Mobile
  • ✅ WHATSAPP API
  • WhatsApp, WhatsApp Business, and WhatsApp Business API
    • Regular or Official WhatsApp API: Comparative Analysis, Advantages and Disadvantages
    • Chat API Documentation
    • 360Dialog Documentation
  • 🏆 SPACE MODULES
  • Dashboard
  • Contacts
    • Contact Details
    • Contact Import
    • Contacts
  • Messages
    • Assignment and Closing a Conversation
    • Troubleshooting Messages
      • Can Views be automatically sorted?
      • Messages not showing in Facebook inbox
  • Snippets
  • Broadcasts
  • Automation
    • Automation Tips and Tricks
    • Simple Chatbots
      • How to Create/Edit Conversations for your Chatbot
      • How to troubleshoot your chatbot's auto messages
      • How to get the bot to follow-up & re-engage your customers?
      • How to set up Menus for your chatbot
      • How to get your chatbot to ask questions
      • How to automate chatbot follow up
  • Surveys
  • Workflows
    • Triggers
    • Steps
  • Files
  • Reports
    • Conversations
    • User
    • Contacts
    • Messages
    • Logs
  • Settings
    • General
    • Channels
      • Chat Menus
    • Users
      • Access Levels
    • Teams
    • Contact Fields
    • Integrations
    • Away Message
    • Automatic Contact Assignment
    • Data Export
    • Closing Notes
    • Contact Fields
  • 👥 USER ACCOUNT
  • User Profile
  • User Activity Status
  • Notifications
  • Reseting your Password
  • Customer Portal
  • Billing (Page Under Construction)
  • Cancel Trial Subscription
  • Upgrading a plan
  • Downgrading a plan
  • 📞CONTACTS & MESSAGES
  • Custom Fields
  • Dynamic Variables
  • Views
  • 🌐MESSAGING CHANNELS
  • Channels Overview
  • Facebook Messenger
    • Facebook Chat Plugin
    • Private Replies
    • Message Tag
    • Troubleshooting Facebook Messenger
      • Refresh Permission for Facebook Messenger
      • WhatsApp Advertising: How to Set up Facebook Ads and Connect With WhatsApp Business
      • How to Connect a Facebook Page to YesHello
      • Can we set auto response for individual pictures of a Facebook post album?
      • What do the initials next to the messages mean?
      • How do I customise Private Replies?
      • How to reply to messages that are more than 24hrs?
  • Instagram
  • WhatsApp
    • Twilio WhatsApp
    • MessageBird WhatsApp
    • Vonage WhatsApp
    • Chat API WhatsApp
    • 360Dialog WhatsApp
      • Setting Up 360Dialog WhatsApp
      • 360 Client Hub Overview
        • Account Activation Process
        • Account Statuses
        • API Key
    • WhatsApp Message Templates
    • Troubleshooting WhatsApp
      • WhatsApp Messages are slow to come in
      • How to connect to WhatsApp (Video)
      • Cannot see WhatsApp chats in the platform?
  • Woocommerce WhatsApp
  • Website Chat Widget
    • Install on WordPress
    • Install on Shopify
    • Install on Wix
    • Install on Squarespace
    • Free Chat Widget Button Tutorial
  • LINE
  • Telegram
  • Viber
  • SMS
    • Twilio SMS
    • Importing Contacts to Twilio SMS
    • MessageBird SMS
    • Vonage SMS
  • Twitter
  • WeChat
  • Email
    • Gmail
    • Other Email
  • Custom Channel
  • 🤖CHATBOTS
    • Step 1: Creating Custom Fields
    • Step 2: Creating The Surveys
    • Step 3: Creating Automations
    • Step 4: Chatbot Review
    • Step 5: Testing Your Chatbot
    • Chatbot Building FAQs
    • Cara Buat Chatbot (Video Bahasa Malaysia)
  • 🧲INTEGRATIONS
  • Dialogflow
    • Connecting to Dialogflow
    • Dialogflow Parameters
      • Tagging
      • Turning the Bot Off
      • Marking as Done
      • Assigning
      • Sending Custom Notifications
      • Unsubscribing
      • Contact Fields & Values
      • Sending Snippets
      • Sending Files
      • Requesting Location
    • Dialogflow Events
    • Response Templates
    • Original Detect Intent Request
    • Custom Payloads
  • Chatbase
  • Zapier
  • 🖥️ DEVELOPER API
  • Contacts API
  • Messages API
    • Message Template API
  • 💼PARTNERSHIP PROGRAMS
  • Overview
  • Affiliate Program
  • 🎉RELEASES
  • Navigating the Platform
  • The YesHello Platform
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On this page
  • What is Contact Import?
  • Importing Contacts
  • Check Import Results

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  1. Contacts

Contact Import

Bulk import your contacts to YesHello platform so you can start a conversation with them

PreviousContact DetailsNextContacts

Last updated 3 years ago

Was this helpful?

What is Contact Import?

Contact Import allows you to add multiple contacts to the platform by uploading a CSV file populated with contact rows. Contact import is useful for the following reason:-

  1. Syncing contact list to the platform You may sync your contact list with the platform to help you better identify the contact when they send you a message.

  2. Initiating a conversation with the contact After you added the contact, you may start a conversation with your contact without having them to send you the first message.

When performing contact import, either phone number or email address is required to create contacts

Importing Contacts

Step 1: Navigate to Contacts Module Press on the arrow in the ADD CONTACT button and select Import Contacts

Step 2: Download the sample CSV file

In the dialog, there is a link where can download the sample CSV file. This sample CSV file is customised to your space whether all the contact fields and custom fields is populated into the headers of the CSV file.

Step 3: Prepare the import CSV file

Using the sample CSV you downloaded the earlier, prepare the contacts that you would like to import to the platform.

Learn more on how to add a WhatsApp contact

Step 4: Upload the CSV file

Upload the CSV file to respond.io and make sure the file does not exceed 20MB.

Step 5: Confirm Contact Import

Press Import and you will be notified via email and notification center when the import has completed.

When the import has completed, an email containing the import results will be sent to your email address. Please check the email for the results and resolve the errors if there is any.

Check Import Results

The email you received will be similar to the following,

From the email, the content will describe

  • the number of contacts imported successfully

  • the number of records failed to be imported

You may download the result file by clicking on DOWNLOAD link and the result file will list the import result and error description for every contact row. For rows that have errors, you may resolve it and try to import it to the platform again.