What this feature does:
Contact import lets teams upload contacts from a spreadsheet file.
When to use it:
Use contact import when you need to add many contacts at once.
How to use it:
- Open Contacts.
- Select Import Contacts.
- Download the sample template if needed.
- Prepare your XLSX file using the required format.
- Select Choose File.
- Upload the file.
- Review the upload summary.
Expected result:
Chazt imports the contacts and displays a summary, including successful imports, updated contacts, failed imports, and total records processed.
Important notes:
- Use the sample template to avoid formatting issues.
- Failed rows may need to be corrected and re-uploaded.
- Duplicate contacts may be updated rather than newly created, depending on matching logic.
Imported fields
Common fields in the import template include:
- First name
- Last name
- Phone number
- Address details (such as street, city, state, zip, country)
- Group name or group mapping columns when supported
Related pages
- Contacts for manual contact creation and editing.
- Groups for contact segmentation and group import.
- Customers to review customer records after qualification.
Mobile View