Learn how to create and update contacts in bulk with the MessageDesk CSV upload feature.

If you're having trouble uploading, feel free to email me at josh@snapdesk.app and I can help you troubleshoot the problem!

Step by Step:

1. Navigate to Settings on the left-hand side of your screen and select "Import and Export Contacts"

2. After selecting "Import Contacts" you should see the page below. We recommend downloading our CSV template to avoid any complications. If you don't decide to do so, you must have a phone number for every contact you are uploading.

3. My excel document looked like this when done. Again, you must have a phone number for each contact you are uploading. It is recommended to include as much information as possible such as name, email, etc. to get as much value as possible out of each contact.

**This is a good example of how your CSV would be formatted, but mine will fail since I have duplicate phone numbers 🤕 **

4. After you are done with your CSV, select "Import Data" and choose the document you would like to upload. If you don't know how to convert your Excel file to a CSV, click here.

5. Now it's time to match! Computers are only so smart so sometime we have to tell them what means what. In my example, the computer could not find the word "Phone Number" in my heading so it does not know where to get that data. To remedy this, I select the dropdown menu and click on "Default Phone" to tell the computer: Default Phone = Phone Number.

6. Once you confirm the field matching, select "Upload Contacts" and start messaging!! 🔥

If you're having trouble uploading, feel free to email me at josh@snapdesk.app and I can help you troubleshoot the problem!

Happy Messaging!

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