Use CSV import to add many contacts at once — useful when migrating from another CRM or uploading a leads list.
Download the template
- Go to Contacts in the sidebar.
- Click Import.
- Click Download template to get a CSV file with the correct column headers.
Always start from the template to avoid column mapping errors.
Fill in the CSV
Open the template in Excel or Google Sheets. The columns are:
| Column | Required | Notes |
|---|
name | Yes | Contact’s display name |
phone | Yes | Include country code, e.g. 919876543210 — no + prefix |
email | No | |
company | No | |
city | No | |
tags | No | Comma-separated tag names, e.g. lead,vip |
notes | No | |
Phone numbers must include the country code without the + sign. 919876543210 is correct; +919876543210 and 9876543210 will fail validation.
Upload and import
- Save your completed CSV.
- Go back to Contacts → Import.
- Click Choose file and select your CSV.
- WapNotify validates the file and shows a preview of the first few rows.
- Review the preview to confirm columns mapped correctly.
- Click Import to start the import.
Large files are processed in the background. Refresh the contacts list after a minute to see the imported records.
Duplicate handling
WapNotify identifies duplicates by phone number within your workspace.
- If a phone number already exists, the existing record is updated with any new field values from the CSV.
- Existing field values are not overwritten if the CSV cell is empty — only populated cells update the record.
Errors
If any rows fail (e.g. missing phone number, invalid format), WapNotify shows an error summary after import. Fix the rows in your CSV and re-import — successful rows from the first import are not duplicated. 
