Import contacts from Excel or CSV

Use a spreadsheet as a campaign list, with every column available as a variable.

1. Prepare the sheet

   The first row must be column names: e.g. phone, name, company, amount. Press Download a sample sheet for a ready template.

2. Choose the file

   Press Choose CSV or Excel file. WBoTCRM shows how many rows it found.

3. Match the columns

   Pick the Phone column and Name column. All other columns become variables such as {amount}.

4. Import

   Press Import N rows. Duplicates and opted-out numbers are flagged.