Contacts & CRMAdding & importing contacts

Adding & importing contacts

In one sentence

Add people one at a time, or bring in hundreds at once from a CSV spreadsheet — MsgBuddy tidies the phone numbers and skips duplicates for you.

Add a single contact

  1. Go to People → Contacts.
  2. Click New contact (or Add contact).
  3. Enter at least a phone number; a name and other fields are optional.
  4. Save.

That’s it — they now appear in your list, and you can message them from the Inbox (subject to the 24-hour window).

Import many at once (CSV)

A CSV is just a spreadsheet saved in a simple format that any tool (Excel, Google Sheets, Numbers) can export.

Prepare your file

Put one contact per row, with a header row naming each column. A minimal example:

phone,name,city,tags
+919876543210,Asha Rao,Mumbai,VIP
+919812345678,Ravi Kumar,Delhi,Wholesale
+14155550132,Jane Diaz,San Francisco,
Tip

The only truly required column is phone. Everything else — name, city, tags — is optional and can map to a contact field or a custom field during import.

Run the import

Open the importer

On People → Contacts, click Import and choose your .csv file.

Map your columns

MsgBuddy shows your columns and lets you map each to a contact field (phone, name) or a custom field (city, plan…). Unmapped columns are ignored.

Review and confirm

You’ll see how many rows will be added, how many are duplicates (matched to existing contacts by phone), and any rows with invalid numbers. Confirm to import.

Note

Duplicates aren’t a problem. Because contacts are keyed by phone number, importing a number you already have updates that contact instead of creating a second copy. You can re-import an updated list safely.

Handling duplicates & merging

If two contacts turn out to be the same person (e.g. added under two numbers), you can merge them from the contact list — MsgBuddy combines their history, tags, and fields into one.

Exporting

Need your list elsewhere? Use Export to download your contacts (and their fields) as a CSV. Handy for backups or bulk edits.

Heads up

Only import numbers of people who have agreed to hear from you. Uploading a purchased or scraped list is the fastest way to get complaints, a Red quality rating, and Meta restrictions. See Opt-out & compliance.

Troubleshooting

ProblemFix
”Invalid number” rowsEnsure numbers are in full international form (+ and country code), or set your workspace default country.
Names look garbledSave the CSV as UTF-8 so accents/scripts survive.
Tags didn’t applyMap the tags column during import, or use comma-separated tags in one cell.

Next: organise them with tags, fields & segments →.