Importing Bulk Contacts
Simply click on "Birthdays" on the left-hand control panel menu, select the "Import" option and follow these easy steps:
Step 1: File Format
Ensure that your Excel datasheet is in the correct format before importing it.
Step 2: Select File
Select the file you would like to import under the "File" section.
Step 3: Select Group
Select the group you would like to import the file to under the "Select Group" section and click "Next".
Step 4: Preview & Save
Preview and confirm your selected file by clicking on "Next", and your file will be saved to your group.
Important Information
- The system will accept the following number formats when importing bulk contacts via your excel document: 27831234567 / 0831234567 / 831234567
- All examples used are based on South African number ranges and the format may differ depending on your country prefix.
"Additional Settings"
- Overwrite existing: Select this option if you would like your new file to replace the data of any contacts' numbers that already exist in your selected group.
- Generate error report: Select this option if you would like to generate an error report to view a list of contacts which have failed to import to your group.
Excel Format
- Column A: Cellphone Number
- Column B: Birth Day
- Column C: Birth Month (Numeric)
- Column D - G: Personal Information i.e. Names, Surnames etc.
Updated about 1 year ago