Importing Contacts

this guide walks you through the process of importing contacts into sanoflow using the import functionality, complete with screenshots and practical advice to streamline the process getting here importing contacts requires an admin , manager , or any user with access to do so steps to access navigate to the contacts overview docid\ up4bnxkk5yvc b2k r6sq section on the left hand menu click on the import/export contacts button located at the top right of the contacts page how to import my contacts? 1 download the template click on the "download template" button in the import window to get a preformatted csv 2 prepare your data use the provided csv template to structure your data ensure all mandatory fields are filled correctly (e g , first name, phone number, etc ) save the file in csv format 3 upload the csv after preparing your file, return to the import screen click next and upload your csv you may only import 10,000 contacts per file 4 verify data review the uploaded data for any errors (e g , missing mandatory fields, incorrect phone number formats) 5 complete the import if the data passes validation, click import to upload it into sanoflow exporting data to back up or review your existing contact list, use the export option from the import/export menu best practices validate data double check mandatory fields and formatting before uploading segments docid\ u6akkh ieg9nbe6xaimqo contacts use tags or labels in the csv to group contacts for easier filtering avoid duplicates sanoflow will flag duplicate entries clean up your file before importing secure data ensure no sensitive information is included unless necessary and compliant with data protection policies faqs i keep on getting file format error what's the fix? make sure your file is saved as csv check for unsupported characters or extra spaces in fields i am getting a validation error what does that mean? mandatory fields like first name and phone number must be populated use proper formats for dates (yyyy mm dd) and phone numbers (e g , +971555000001) can i include custom fields in the import file? yes, but the custom fields must already exist in your sanoflow settings add them via settings > custom fields before including them in your csv what happens if i import a contact that already exists? sanoflow will flag duplicates based on unique identifiers like phone number or email you’ll be prompted to review or skip duplicate entries during validation can i bulk assign tags or labels during import? yes include a column in your csv named “tag” or “label” and assign values only one label can be used per contact, but you may add multiple tags, separated by commas is there a limit on how often i can import contacts? there’s no daily or hourly limit, but you can only upload 10,000 contacts per file for larger datasets, split them into multiple csvs what file encoding is recommended for the import csv? use utf 8 encoding to ensure special characters (e g , arabic names, symbols) are properly recognized during upload can i undo a bulk import if i made a mistake? no automatic undo is available you’ll need to manually delete the incorrectly imported contacts or use a filtered export and batch delete based on import criteria will the import override existing contact data? only if a contact in the import file exactly matches an existing contact and contains new data otherwise, existing records remain unchanged why is the import stuck on the loading screen? large files may take a few minutes to process if it's stuck for more than 5 minutes, check your internet connection or try reducing file size also, avoid special formatting like merged cells in excel before saving as csv