Import your contacts via CSV
Easily upload contacts in bulk via CSV import and then add them to contact groups, text campaigns, etc. as desired.
Attention: This article addresses adding contacts in the new GoTo Admin portal. If you are still using the PBX Administration (classic) portal, you can continue to add contacts there for a time, but support for this feature is now discontinued. We strongly encourage you to switch to the GoTo Admin portal for an enhanced experience.
Tip: Before importing your contacts, we recommend adding custom fields if you would like to provide more information for each contact.
If an error message appears after importing, there were formatting errors in your file. To fix the contacts with errors, follow the steps below.
Note: Any contacts that did not have errors were successfully imported. Only the contacts with errors were not imported.
- Select View errors.
- A CSV file of your contacts will appear.
- You will see which contacts had errors in the File errors column and how to fix the error.
- Fix the fields that have errors within the CSV.
- Save your updated CSV file.
- Close the CSV.
- Select Upload new file and follow the import flow again.
Note: If your file contains successfully imported contacts, they will not be duplicated.
What to do next: Once imported, you can
view and manage your contacts in
All contacts.
Article last updated: 18 February, 2025