Summary
Importing contacts to Wati involves several steps, including clicking the "Import" button, browsing and uploading a CSV file, mapping columns, and confirming the import. In this guide, we will walk you through the process of importing contacts to Wati.
Instructions
Importing Contacts to Wati
1. Click the "Import" button to import contacts into Wati.
2. Browse and upload a CSV file to begin the import process.
3. The next step is to map the columns in the uploaded CSV file.
Map the mandatory "Name" and "Phone" columns first, then the optional columns using the dropdown's search feature.
4. Once all required columns have been mapped, click the Confirm Import button.
5. Verify that your contacts are successfully imported by checking the Wati interface. To ensure a successful contact import, please ensure your CSV file follows the correct format as shown below. The country code and phone number should be in their respective columns.
If you encounter any errors while importing, please check the following:
The country code and phone number are in separate columns
There are no duplicate contacts in the file
The column names match exactly as shown in the sample image, with no extra spaces
Example of Correct CSV Format
✔ 852 (Country Code) | 64318721 (Phone Number)
Frequently Asked Questions (FAQs)
General questions
1. What is the purpose of importing contacts into WATI?
Importing contacts allows you to quickly add multiple contacts to WATI, enabling seamless communication and management.
2. What file format is required for importing contacts?
WATI supports CSV (Comma-Separated Values) files for importing contacts.
3. Where can I find the "Import" button in WATI?
The "Import" button is located in the Contacts section of WATI’s interface.
CSV file preparation
4. What are the mandatory fields in the CSV file?
The required fields are:
Name: Full name of the contact
Phone: Phone number of the contact
5. Do I need to include a country code in the phone number?
Yes, the country code must be in a separate column from the phone number (e.g., 852 for Hong Kong).
6. Can I include additional information in the CSV file?
Yes, you can include optional columns such as attributes or tags.
Import process & column mapping
7. How do I upload a CSV file in WATI?
Click the "Import" button, browse for your CSV file, and upload it.
8. What is column mapping, and why is it necessary?
Column mapping ensures that the fields in your CSV file match WATI's required fields, preventing errors during import.
9. How do I map columns correctly?
First, map the mandatory "Name" and "Phone" columns.
Use the dropdown’s search feature to map additional columns.
10. What should I do after mapping all required columns?
Click the "Confirm Import" button to proceed.
Troubleshooting import errors
11. What should I do if the import fails?
Check the following:
The country code and phone number are in separate columns.
The CSV file does not contain duplicate contacts.
The column names match exactly as shown in the sample format, with no extra spaces.
12. How can I verify if my contacts were successfully imported?
After importing, check your WATI contact list to confirm the new contacts appear correctly.