Whether you're switching from another provider or wanting to bring your customer data into Mobiz from another software you may be using, we make it easy to get your contacts into Mobiz by simple CSV imports.

Below is an example of a formatted CSV file:

Table of contents:

1. Everything formatting

2. How to step-by-step instructions to import

Looking to add contacts individually? Read our help guide on adding contacts manually.

Formatting FAQs

What type of files are supported for importing?

• .CSVs but comma delimited is preferred

Please make sure you have titles at the top of the columns of each data field you intend on importing. You must have a phone number field in order to import contacts into Mobiz.

Does it matter if the phone numbers have dashes, parenthesis, or spaces?

No our system auto detects this and reformats. It is preferred if you can have numbers in either one of the following formats: 404222333 or 1404222333 (country code in front).

File formatting errors that will cause an error when uploading your file.

• Blank rows : Make sure your CSV does not have any blank rows within the file.

• Double quotation marks ["] : If you are trying to quote something within a cell, make sure you use the single quotation marks ['] and not double quotation marks ["].

What if all my contacts are not going into Mobiz after importing and providing errors?

After importing Mobiz provides a banner confirming your imports were accepted and are being processed. After processing, you'll see an updated banner with the total amount that were accepted vs errored out. You'll be able to download the file of errors with the contacts and reasons for erroring out.

Most common reasons for failures include:

1) duplicates (number already exists in the list)

2) improperly formatted number (foreign numbers to invalid)

How to import contacts via CSV

Navigate to Contacts in the top navigation, and click Add contacts followed by Import multiple from the drop down options.

Step 1: Upload file

Click drop files here box area or simply drag-and-drop your approved file into to designated area to upload.

You will then check both boxes at the bottom of the page. This is to confirm contact permissions. This confirms your contacts have given explicit consent to receive text messages from you. You can learn more in Understanding permissions.

Step 2: Confirm columns

You will now be prompted to confirm your column headers. It is important that the first row in your CSV contains your column headers otherwise the import will not work.

Step 3: Map the data

By clicking on the dropdown menus above each column, you will be able to indicate what data is housed in each column and map your data. Create custom columns for any information that you doesn't match the default columns. Learn how to do that in our Creating custom columns article.

For example, column one = first name and column two = mobile number. Please note, any unassigned columns will not be imported.

Step 4: Assign to list

Now, you can either select or create a list(s) to assign the contacts, or you can choose to add them only to your contact database.

Step 5: Import

Review your import before beginning the upload. Once you are happy, click the Start Import button.

Depending on the size of your import, it may take a little while to upload your data. Don’t worry – we will alert you in the app when it’s done!

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