How to Import Contacts

Importing contacts into app.chitchatbot.ai is a simple yet powerful way to grow your audience and start automating conversations across channels like WhatsApp, SMS, and more.

Whether you’re switching from another chatbot platform or uploading a list of phone numbers, this guide will walk you through the process step-by-step.

🔄 Where to Start

• Navigate to Contacts from the main menu.

• Click the Actions button, then select Import Contacts.

🧠 Supported Contact Sources

✅ Import from Manychat

• Choose Manychat as your source.

• Upload your contact file in .csv or .xlsx format.

• The system will map the data and import contacts with their attributes.

✅ Import from Other Chatbot Platforms

• Select Other Messenger Bot Platform as the source.

• Upload a list of PSIDs (Page Scoped User IDs).

• Optionally, assign tags or custom fields during import.

💡 Tip: Make sure your file includes valid and unique PSIDs for successful import.

✅ Import WhatsApp or SMS Contacts

• Set the source as:

WhatsApp for WhatsApp contacts.

• Phone for SMS contacts.

• Specify the Country Code (e.g., +1 for the US).

• Upload your .csv or .xlsx file with contact numbers.

• Use the More Options section to:

Assign tags to contacts.

• Set a custom field value (e.g., lead source, campaign name, etc.).

⚠️ Reminder: Ensure your contacts have opted in to receive messages via the selected channel to stay compliant with messaging regulations.

📌 Best Practices

• Use clean, well-formatted data.

• Double-check phone numbers and identifiers for accuracy.

• Always respect user consent and opt-in requirements, especially for SMS and WhatsApp.

• If you are unable to select a source within the imports contacts dashboard your file maybe incorrectly formatter or you may not be connected to the relevant channel.