1. Click on Go To CRM
2. Click on Custom Fields
3. Check for all the custom fields you have, If Required you can create a new field Custom Field.
4. Got to Contacts – Google Sheet/Excel
5. There is No Fixed Format for Google Sheet/Excel.
you need to have at least 1 column for identifier ( like WhatsApp number or email id ),
you can add more columns based on the custom fields you want to import
it is not compulsory to import all custom fields with a contact.
6. Example columns
Here we have made 3 columns,
1) Whatsapp Number – Identifier
2) Series :- Custom Field
3) custom field_s :- Custom Field
7. Format Settings for WhatsApp Numbers
WhatsApp numbers needs to be entered in this format : –
country code and number
like
919999999999
919944556677
Their should be no plus sign, bracket, space or dashes.
Some Times, While exporting the sheet WhatsApp numbers dont come in correct format.
To ensure they are exactly in the same format as you entered them
kindly select the full column and set the format as Plain text as shown in next steps.
8. Click on 123
9. Click on Plain text
10. Click on File
11. Click on Comma Separated Values (.csv)
12. Go To CRM – Custom Fields
13. Click on Contacts
14. Click on Import Contacts and Select your file
15. Map CSV Data
on the left-hand side, you will see column headers from your CSV file and on your right-hand side you will see System Identifiers and Custom Fields.
You have to Click on DO NOT Import and Map each column from your CSV to a Field from the Platform
16. Example Mapping
For WhatsApp Number, You have to Select the option WhatsApp Number.
For other Columns, you can select any Custom field or choose not to import any Individual Column!
17. Click on Start Import
18. Click on OK
