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Documentation Index

Fetch the complete documentation index at: https://clapvo.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Bulk import flow
Bulk import lets you load hundreds or thousands of contacts in a single run from a spreadsheet (CSV or XLSX).

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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

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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.

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Tips

  • Always include the country code on phone numbers (for example, +1, +91, +55).
  • 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.