Adding contacts, and importing a CSV

Three ways to add people

• Add Contact: one person at a time.
• Import: a spreadsheet of many people (see Importing contacts from a file).
• Card Scanner: a photo of a business card.

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Importing a spreadsheet

For an import, the file needs a header row. You then match each column of your file to a contact field: Full Name, Phone, Email, Company, Designation, Address, Website, PAN, GSTIN, Tags, Opted In and Marketing Consent. Columns you don't match are ignored.

Only the phone is required. A row without a phone number is skipped and reported back to you with the line number, so you can fix it and try again. A contact without a name is shown by its number until they message you.

Phone numbers should include the country code, digits only: 919000000000. The import matches on the last 10 digits, so a number stored with the country code and one without are treated as the same person.

How re-importing updates people

If a contact already exists, that row updates them rather than creating a duplicate. So the common workflow works: export your contacts, edit or tag them in a spreadsheet, and import the file back.

Two rules protect your existing data when a row updates someone:

• A blank cell never clears a stored value. If you leave the email column empty, the email already on record stays. Only cells with something in them overwrite.
• Tags are added to whatever is already there, never swapped out. If a contact has 'vip' and your file says 'wholesale', they end up with both.

Tags in the file can be separated by commas, semicolons or pipes.

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