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Can I bulk import contacts from a spreadsheet or CRM?

Yes. You can upload a CSV file to add multiple contacts to the Contact Manager at once. Follow the steps below to prepare your file, upload it, and confirm your import.

Quick Links
- Prepare your CSV file
- Upload your CSV file
- Mapping fields
- Import your contacts
- Need Help?

Prepare your CSV file

Step 1

Make sure your CSV file includes the following columns:

  • Title
  • First Name
  • Last Name
  • Email
  • Secondary Email
  • Country
  • Passport Number
  • ID Number
  • Telephone Number - include the full international country code (e.g., +27 713 52 6187)

Step 1

Note: Save your Excel file as a CSV (comma-delimited) file before uploading. This ensures Wetu can read your data correctly and prevents errors.

 

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Upload your CSV file

Step 2

Go to Contact Manager and click on Import Contacts in the top right-hand corner.

Bulk import Contacts gif

Step 3

Drag and drop your CSV file into the upload area,

4

or click Upload to select the file manually.

Note SS

Step 4

Step 4

Select Next in the bottom right-hand corner to continue. 

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Mapping fields

Step 5

Match each column from your CSV to the corresponding field in the Contact Manager.

Check the preview on the right to confirm the data looks correct before proceeding.

Step 5

If a field does not need to be imported, select Do not map this field.

Step 6

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Import your contacts

Step 6

Once you are satisfied with the mapping, select Import.

Step 7

Step 7

The confirmation screen will show:

  • Any errors that need to be addressed

If there are any failed results, check your import file and try again.

Step 8

Step 8

Your imported contacts will now appear in the Contact Manager dashboard.

 

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Need help?

- Support: support@wetu.com
- Live chat: Available in your dashboard

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