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Instruction for Importing Contacts into CXT

  1. Go to the left side panel and click ‘Send Messages’ and then click ‘Contact List’
  1. Then click the ‘Import’ button
  1. The click the ‘Upload’ button, and import the relevant file. If the first row of your excel document contains headings, click the box next to ‘The first row contains headings’.

 

Note: Only CSV (Comma Delimited) files are accepted. XLSX and XLS formats cannot be uploaded.

 

Reminder: Ensure the file is properly formatted and includes the correct country codes. For guidance, see How to format a contact list for CXT in Excel.

 

  1. Choose the appropriate contact group in the dropdown menu next to, ‘Import To’ to complete the import.

 

Note: To automatically exclude contacts that’ve opted out of your SMS campaigns, select Exclude opted out numbers from being uploaded in the contact group. This ensures those contacts won’t be added.

 

  1. Then click ‘Next’ to see a preview of your file contents. Then using the dropdown boxes, select the column that contains the information relevant to each heading. 

 

Note: You may leave any fields blank, but the mobile number column is required.

 

  1. Click ‘Next’ to proceed. Your data is ready for import—please review your column mapping for accuracy.

 

Note: Importing large spreadsheets may take a few minutes to complete.

 

  1. After reviewing the data, click ‘Import’ to begin the upload.