Importing Contacts from CSV

Starting the Import

1. Go to Contacts and click the Import button in the top toolbar.
2. Step 1 — Upload: choose your CSV file from your computer.
3. Step 2 — Map Fields: WBMSG reads your CSV headers and shows a mapping screen. For each column, select the matching WBMSG field (phone number, first name, last name, email, tags, lead status, groups, custom fields, etc.) or choose Skip to ignore the column. WBMSG auto-suggests mappings based on column names.
4. Step 3 — Preview: review how the first rows will be imported before committing.
5. Step 4 — Progress: the import runs and shows real-time progress. You can navigate away — it continues in the background.

Phone Number Requirements

You can map either a Full Phone Number column (with country code already included, e.g. 919876543210) or separate Phone Number and Country Code columns. If you map Phone Number, you must also map Country Code, and vice versa.

Rows with missing or invalid phone numbers are skipped and listed in the error report after the import finishes.

How Duplicates Are Handled

WBMSG uses phone number as the unique identifier. If an incoming row matches an existing contact's phone number, the existing contact's fields are updated with the new values rather than creating a duplicate.