How to Add Bulk Contacts

Managing contacts efficiently is essential for effective communication and engagement. Pabbly Chatflow allows users to add multiple contacts at once using the bulk upload feature. This guide provides step-by-step instructions to help you upload and manage bulk contacts effortlessly.

Step 1. Login to Your Chatflow Account​

• Access your Pabbly Chatflow account using your credentials.

---

Step 2. Navigate to the Contact Module​

• On the left sidebar, locate and click on the Contacts module.

  

---

Step 3. Adding Bulk Contacts​

• Click on the Add Contact button to initiate the contact addition process.

  

Steps to Add Bulk Contacts:​

1. Select Add Bulk Contacts.

2. Upload a .CSV file containing contact details:

   • File Limit: Up to 50MB (~200,000 contacts).
   • Alternatively, you can drag and drop the file from your system.

3. Once you choose the file, you need to map the contact custom fields with your CSV headers.

   

   Duplicate Records Handling 

   While uploading contacts, you can control how duplicate records are handled using the following options:

   1. Skip

   • Duplicate contacts will be ignored.
   • Only new contacts will be added.
   • Existing records will remain unchanged.

   2. Overwrite

   If duplicate contacts are found, you can choose how to update them:

   • Upsert
     • Adds new data without removing existing data.
     • If a contact already exists, new fields will be added while keeping old fields intact.
     • Example: If a contact has 'abc' as a custom field and you upload a contact with 'def' as a custom field, then the contact will have both 'abc' and 'def'.
   • Update
     • Replaces existing data with new data.
     • If a contact already exists, its previous values will be overwritten.
     • Example: If a contact has 'abc' as a custom field and you upload a contact with 'def' as a custom field, then 'abc' will be replaced by 'def'.

---

1. Click Add Contact to complete the bulk upload process.

   

---

Step 4. Viewing Added Contacts​

• Once the contacts are added, they will appear in the contact table.

  

---

Step 5. Managing Contacts​

You can edit, delete, or send a message to a contact using the Send Message option available in the three-dot menu next to each contact.

---

Step 6. Export the Contacts in .CSV

You can also export contacts using the CSV option.