CONTACT IMPORT TEMPLATE

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1.0 How to Access the Contact Import Template #

Step 1: From the Dashboard, select “Customers.” #

This will take you to the customer management section where you can upload or import customer data using a template.

Image 1: Customer section

Step 2: Click the three dots (⋯) on the top-right corner, then select “Import from CSV.” #

This option allows you to upload your customer data using the import template.

Image 2: Import from CSV section

Step 3: Download the contact import template by clicking “here” as shown in the image below. #

Use this file to format your customer data correctly before uploading.

Image 3: Download the template

2.0 Frequently Asked Questions (FAQ) #

Q1: Can I change the column names in the template? #

A: Yes, you can change them. However, the first row will not be imported into the system. To avoid confusion, we recommend keeping the original column names as they are.

Q2: Can I add extra columns not included in the template? #

A: No. Any additional columns beyond what’s provided in the template will be ignored and not imported into the system.

Q3: How do I clean the data before importing? #

A: Remove any customer entries you no longer need. The system will only import contacts that have both a phone number and an email address.

Q4: Does the system clean the data automatically? #

A: Yes.

  • The system excludes entries that do not include both phone number and email.
  • It also automatically formats phone numbers to meet the required structure.
  • Any further data cleanup (e.g., removing duplicates, correcting names) should be done manually as needed.

Q5: What happens to phone numbers that aren’t correctly formatted? #

A: The system will only accept numbers that start with ‘0’ (e.g., 0123456789). Make sure your contact numbers follow this format before importing.

Q6: What happens if the customer’s contact is a Singaporean or Indonesian number? #

A: For international numbers (outside of Malaysia), please ensure the phone number includes the correct country code (e.g., +65 for Singapore, +62 for Indonesia). This ensures the system can properly recognize and process the contact.

Q7: How do I exclude contacts I do not want to send messages to? #

A: You can manually exclude contacts by changing their status to “Do Not Contact.”

  • Go to the customer list
  • Select the relevant contacts
  • Update their status accordingly

This prevents them from receiving any future messages or campaigns.

Image 3: Customer Status

Q8: If I import the same CSV file more than once, will the data be duplicated? #

A: No. The system identifies contacts by their phone numbers. Only contacts with new or unique phone numbers will be imported; duplicates will be automatically filtered out.

Q9: What if I change a contact’s name in the CSV file and re-import it? #

A: The contact’s name will not be updated. If a phone number already exists in the system, the original name will remain unchanged. To update the name, you must edit it directly within the system.

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