What it is
Bulk upload contacts via CSV for campaigns and CRM use.
Tenant menu: Left sidebar → Contacts → Contact Directory → Import
Meta dependency: Importing contacts does not grant WhatsApp opt-in. Marketing templates require customer consent per Meta policy.
Step-by-step (for your customers)
Download CSV template from import page.
Required columns: phone (E.164 format, e.g. 919876543210), name.
Optional: email, tags, custom fields.
Upload file — map columns to Wtflo fields.
Start import job — monitor progress on import history.
Fix errors from failed rows report — re-upload corrected rows.
Phone number format
Correct Incorrect
919876543210 +91 98765 43210 (spaces)
14155551234 9876543210 (missing country code)
Best practices
Dedupe against existing directory before import
Tag imported batch e.g. import-2026-04 for traceability
First campaign: small test batch, utility template welcome
Related
Contact directory
Custom data fields
Broadcast campaigns