Import Contacts

Importing Contacts to TxtSquad is easy using our Contact Import tool.

In order to import your contacts in bulk, you need to have a CSV file with the contact information. The only necessary information is Name and Phone number, though you can import more information if you’d like.

To get started, head to the Tools page from the side bar and select Import Contacts under the Contacts section. This page will show your Import history; to start a new import, click the Import Contacts button on the top right side of the page.

Alternatively, you can find a button to lead you to the contact importer on the top right side of the Contacts page.

From the Import Contacts page, click the big button in the center of the screen to start browsing for your CSV. Once you select it, you’ll be brought to the 2nd step of the Import Process, matching headings.

In this step, each heading found in your csv will be displayed in a block, along with the first five rows of data in that column to help you match it to a field in TxtSquad. Any headings you would like to not import as data into TxtSquad, check the Skip checkbox on the top right side of each heading block.

The only required fields are Full Name (or First & Last Names) and Phone number. However, by default you’ll find options to store Email, Address, State, City, and Zip code. You will also see an option to map to any existing custom fields you’ve created and an option to create a new field.

The Tags field is special in that any data in that column will be turned into Tags and applied to the contacts and their created. You can apply multiple tags per contact by separating them with commas.

Once you have all of your fields mapped or skipped, click the Next button to continue to the last step.

This step contains importing options. For now, there are two:

Duplicates: This option allows you to choose how TxtSquad handles duplicate phone numbers that already exist as a contact in TxtSquad. There are two options: Skip will disregard the new data and keep the old information intact, while Update will update the existing contact with the new information found in the CSV.

Tag Options: This option allows you to control the tag behavior on contacts that already exist in TxtSquad but are also in the CSV. Append will add any new tags to the list of already existing tags, and Overwrite will remove any tags on the contact already and replace them with what is found in the CSV.

Once you have selected your options, click the finish button to start the import.

Importing contacts can take a small amount of time, depending on the size of your list. You will be notified when the import is complete, as well as sent an email. Contact lists of a few thousand contacts could take up to 10 minutes.

Once the import is complete, you can find the information about it on the Import History page. To access it, head to Tools, then click the Contact Import button under Contacts. You will see a table with your import history.

When you click into an import from that table, you will see its current status. If it is complete, you’ll see some stats like how many contacts were created or updated and how many tags were created or applied.

It will also show a table on this page containing the contacts that were imported through the import. If any contacts could not be added, a second tab will show the Failed Imports and why they failed. This failed imports table can be downloaded as a CSV in order to fix any errors and re-import if possible.

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