How to Import Contacts in the Dashboard

The "Import Contact" tool allows you to easily transfer contacts into your MBG Dashboard from different sources like WhatsApp, SMS, and other chatbot platforms. This feature ensures a smooth and efficient contact import process.

Step-by-Step Guide to Importing Contacts

Step 1: Prepare Your Contact File

• Before importing, create an Excel sheet containing at least two columns:
  • Name – The contact’s name.
  • Number – The contact’s phone number.
• Ensure that all data is properly arranged.
• Save the file in CSV format (CSV - Comma Delimited).

Step 2: Access the Import Contacts Tool

• Go to the ‘Contact’ section in your MBG Dashboard.
• Click on "Action" and select "Import Contacts".

Step 3: Upload the CSV File

• Click on the upload option and select your CSV file from your system.
• Ensure that the file format is correct before proceeding.

Step 4: Import WhatsApp Contacts (If Applicable)

If you are importing WhatsApp contacts:

• Set the Source to "WhatsApp Contacts".
• Set the Country Code to match the contacts’ region.
• Upload the .CSV file containing WhatsApp contacts.

Step 5: Configure Additional Options (Optional)

• Click on "More Options" to:
  • Set a Custom Field for better organization.
  • Add a Tag to categorize imported contacts.

Step 6: Complete the Import Process

• After setting up all the required fields, click "Import" to transfer the contacts into your dashboard.
• The system will process and display the imported contacts in the contact list.

Conclusion

By following these steps, you can easily import contacts into your MBG Dashboard from various sources. Ensuring that your CSV file is correctly formatted will help avoid errors and make the process smooth. Additionally, using tags and custom fields will allow for better contact management and segmentation.

Watch this video to know how to Import Contacts