New! Adding Group Membership to Contact Imports

We've updated Contact Imports to allow you to add contacts to a new or existing group! Here's how:

1. Navigate to the contacts tab. 

2. Click the "Import Contacts" button at the top left of the page.

3. Download and edit the template we provide (or choose a your own file) and upload it using the "Choose File" button. 

Be sure that you only use supported fields for your Column Headers in your spreadsheet. For example, if you want to add a registration date, use the Column Header Field:Registration_Date. You must separate spaces with underscores only!

Additionally, please check that your telephone numbers include country codes. We support users globally, so we need to know where your contacts are located.

5. After clicking the "Preview" button, you'll see the option to import headers from your file. In our sample, we have 3 headers: a telephone number, name, and field called Team. Additionally, we will choose group membership.

You have the option of creating a new group and giving it a name or adding the contacts to an existing group in your workspace. If you leave the group membership box unchecked, the contacts will not be added to any group.

That's it! After importing, you'll see the number of new contacts created or updated and any group memberships.

Looking for more information contact imports and exports? See our full help article here.

Want to learn even more about using TextIt? Check out our Help Center

Questions? Comments? Let us know!