Import and Export Contacts
Prepare a CSV, map fields, run a background contact import, review errors and export authorized Wemblo data.
Overview
Search Aliases: upload contacts, CSV import, import leads, export CRM contacts, 10k contact import
BEFORE YOU IMPORT
- Use only authorized contacts.
- Remove purchased and scraped lists.
- Use a header row.
- Use international phone formatting, such as +92 300 1234567.
- Remove duplicates and invalid rows.
- Confirm custom fields exist before mapping.
- Test a small file first.
STEP-BY-STEP IMPORT
- Prepare the CSV.
- Open Contacts and choose Import.
- Upload the file.
- Map name, phone, email, source, tags and custom fields.
- Preview the mapping.
- Test a small sample.
- Start the import.
- Continue working while the background job processes.
- Open Import Logs.
- Correct rejected rows and re-import only the required records.
BACKGROUND CAPABILITY
Wemblo can process 10,000 or more records through background jobs while users continue working. Actual processing time varies according to file size, field mapping, duplicates, validation and system load.
EXPORT
Use Export only when the signed-in user is authorized. Select the required scope, confirm the file destination and protect the downloaded file. Do not send an unencrypted customer export through ordinary email or public file sharing.
COMMON ISSUES & SOLUTIONS
| File rejected | Check file type, header row and delimiter. |
|---|---|
| Phone rejected | Use international format. |
| Row skipped | Check duplicate data and required fields. |
| Job stays pending | Review job queue, system load and support status. |
| Export missing columns | Check permission and selected field scope. |
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