Data import
| Item | Details |
|—|—|
| Who it is for | Administrators |
| Menu location | Settings → Data |
| Plan dependency | Requires Data Import |
Bulk-load contacts and other business data into Chatips instead of creating rows by hand. Imports are asynchronous; large files take time. Watch progress and failed rows on this page.
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1. Before you import
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Check Billing that contact quota covers the new rows.
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Create any needed custom attributes and labels first.
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Use UTF-8 CSV. Headers must match system fields / attribute keys.
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Normalise email and phone formats (include country codes) to reduce duplicates.
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Trial-import 5–10 rows and confirm mapping before the full file.
Duplicate emails / phones conflict with existing contacts; follow the job prompts to skip or update (depends on import type).
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2. Steps
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Settings → Data → New import.
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Choose type (contacts; if conversations or other types exist, prepare columns per the help text).
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Upload the file and finish field mapping.
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Submit and wait until status is complete.
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Read the failure summary: fix the CSV and re-import only failed rows to avoid duplicating the whole sheet.
Do not rename attribute keys while an import is running.
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3. Export
Contact-list export complements import for backup or other systems. Exports are workspace confidential — transfer them over a secure channel.
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4. Frequently asked questions
Stuck in queue? File is large or workers are busy; refresh later. If it never moves, contact Chatips with the job ID.
Some rows failed? Empty required fields, invalid email, or quota ran out mid-job. Open the error report.
Duplicate contacts after import? Same person used different emails. Merge them.
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Related articles
– Contacts