Guide/SendApp Agent/Contacts & CRM

Importing contacts from CSV

If you already have an address book in Excel or another system, there's no need to re-enter contacts by hand: the CSV import loads them all at once. The importer is robust and handles “messy” files, but following a few best practices saves you surprises.

Updated on June 16, 2026 · 5 min read

Preparing the CSV file

• One row per contact, with a header row at the top.
• One column for the phone number (preferably in international format, e.g. +39…).
• Optional columns: name, email, city, tags, and any extra fields.

Don't worry too much about the format: the importer recognizes different separators (comma/semicolon), various encodings, and numbers written in different ways. Columns that don't match a standard field are saved as extra contact information.

Running the import

1. 1

   Open Contacts → Import

   You'll find the import button in the Contacts section.

2. 2

   Upload the CSV file

   Select the file from your computer.

3. 3

   Map the columns

   Indicate which column is the number, which is the name, etc. The importer suggests an automatic mapping for you to review.

4. 4

   Assign a tag to the import

   You can apply a tag to all imported contacts (e.g. “june-import”) to find them easily.

5. 5

   Confirm

   The contacts are added to the address book. Duplicates with the same number are merged, not recreated.

Common mistakes

Numbers without a country code

Without an international code, numbers may not be valid for sending. Add the code (e.g. +39) before importing, whenever possible.

Strange characters in names

This is usually a file encoding issue: save the CSV in UTF-8 from your system/Excel.

Extra columns

They aren't discarded: they end up in the contact's extra data. If you don't need them, remove them first to keep the address book clean.