Before you start
- A CSV or XLSX file with one row per contact
- Column headers for the fields you want to import (at minimum: name and phone with country code)
- Duplicates removed beforehand if possible
Steps
1
Open Contacts
Navigate to the contacts module.
2
Click Import
Open the import flow.
3
Upload your file
Drag and drop your CSV or XLSX file.
4
Map columns
Match each column in your file to a Clapvo field.
5
Review the preview
Check the first few rows look right before continuing.
6
Run the import
Clapvo processes the file and reports how many succeeded.
Tips
- Always include a valid country code on phone numbers (for example, +1, +91, +55). Rows with an invalid country code or mobile number are rejected before import, so they can’t slip into your contacts.
- Imports run in the background. Check Import history for results and any rows that failed.
- Tag the rows during import so you can find this batch later.