Importing and exporting

Bring contacts in by CSV and export them back out.

Import contacts

From the Contacts page, open the ⋯ menu and choose Import contacts.

The import modal

Pick a mode first:

Import Only: add the people to your contacts, nothing else.
Import & Message: import them and create a static list (named Import - {date}) so you can message the group right away.

Then upload your CSV:

Download a sample CSV shows the expected shape: First Name, Last Name, Phone Number, Email.
Files up to 10MB, drag-and-drop or file picker.
Columns are mapped automatically from the headers: anything containing “first”, “last”, “name”, “phone”, or “email” is recognized. Phone number is required; rows without a usable phone are skipped.
Any extra columns are saved as custom properties on the contact, ready to use in segments and message personalization.

Before importing you must confirm: “I have received explicit permission from consumers before sending any messages to them.” That’s not a formality; see Opt-outs and compliance.

Duplicates

Contacts are matched by phone number. If an imported row matches an existing contact, the contact is updated rather than duplicated, so it’s safe to re-import a refreshed CSV.

Export contacts

The same ⋯ menu has Export contacts, which downloads a CSV (contacts-export-{date}.csv) with:

First Name, Last Name, Phone Number, Email
Source, Opted Out, Date Added
Your custom properties as additional columns

Use it for backups, analysis in a spreadsheet, or moving data to another tool. Integration-synced data stays in its source system; the export covers core fields and your own properties.