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How to Import Contacts

ZipWhip Contact Import Template

Now that you’ve made the switch to Zipwhip, you probably want to start texting ASAP. We can help you with that. Whether you’re an insurance company or a fitness studio or a beauty salon, we know you have an existing list of your customers or clients. It might be in an Excel sheet or in your CRM. 

The import process begins when you create a spreadsheet. The document will consist of three columns. Column A contains the contact's mobile phone number, column B is the contact's first name, and column C is the last name. In column A, the mobile number must be a ten-digit phone number. You can only assign one number per individual contact. You can submit the number in any format, and Zipwhip will apply standardized formatting in the web app. Column B must be the contact's first name, and column C must be the last name. In column D, row 2, enter the following formula: =A2&" "&B2&" "&C2&",".

When you enter the formula in cell D2, the contact's mobile phone number, first name, and last name will populate, followed by a comma. To apply the formula to the rest of the contacts, click and drag the lower right corner of the D2 cell down column D, all the way to the last person in your list. Copy the results from column D. We recommend that you copy approximately 50 contacts at a time. Log in to your Zipwhip account using one of the following web browsers: Chrome, Firefox or Safari. Internet Explorer is not supported at this time.

Click the New Text button on the toolbar to open the Send Text window. Paste the formula results in the Type name or number field. When you click the Type a message field, the formula results will automatically format as individual contacts. You do not have to send a text message before closing the window for the contacts to be saved. To view the imported contacts, click the main menu dropdown and select 'Manage Contacts." You can scroll through the list to verify your customers have been successfully saved. Your contact list in the web app automatically syncs across the Zipwhip desktop and mobile applications when you log in.

Excel Formula:
=A2&" "&B2&" "&C2&","

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

For Version 2.0 Only
 
Export your information from your CRM

If you are unsure of how to export your information from your CRM, please contact the CRM’s Support team/resources to assist.
 
Importing your Contacts into Zipwhip


 

  1. On the Contacts page, click Import Contacts
  2. Download the .CSV template
  3. Open the .CSV template in Excel
  4. Keep the headers as they are
  5. Copy and paste your contacts’ information into the template
  6. Save as a .CSV
  7. On the Contacts page, click Import Contacts
  8. Upload your .CSV file

 
After uploading your file, you will receive a message that says how many contacts were imported successfully. If any contacts were not imported successfully, you can download a list of those contacts.
 
Troubleshooting Contact Import
 

  • Check your file type; the .CSV file needs to be in the .CSV (comma-delimited file type)
  • Check your headers; all headers must be exactly as they are in the template – i.e. “First Name” instead of “first” or “Phone Number” instead of “Phone #”
  • Check your information; all contacts need a valid 10-digit phone number

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