Importing Contacts from File

Overview

Most data-driven salespeople today keep a stash of lists of interested prospects to engage with. Every day new businesses buy lists of prospects to cold call later. CRMs keep lead data for analytics, assignment, and engagement. All this data can be imported into Aloware through the CSV file.

Import contacts from file

Importing contacts to Aloware is easy. Follow these steps below.

Go to Contacts from the Dashboard

Click Import Contacts


From the Import Wizard window, you can Drag and Drop the file or click on Upload from Computer.

Sample Contacts Template can be downloaded by clicking on the Download Contacts Template

Download and Fill-in our contacts Template File. You can manipulate the data in excel. Aloware looks for the following columns, in this particular order:

  • First Name / Last Name: contact’s name (optional). It can be left blank (but column must be present). You can later use this information to personalize your messages.
  • Phone Numbers (required): This field must be present and uniquely identifies the contact within Aloware. Numbers should be in the same format before importing your data. If you have international contacts, please include the country code, like “+1 818-740-5020”. This is the only mandatory field.
  • Company Name (optional)
  • Email Address (optional): Populates a field on Aloware that connects the lead to widely used CRMs, such as Pipedrive and Hubspot.
  • Date Of Birth (optional): to run birthday campaigns. Leave blank if unavailable.
  • Notes (optional): this populates the notes section of Aloware Contacts.
  • City (optional)
  • State (optional)
  • Country (optional)
  • Zip Code (optional)
  • CSF1 (optional) – Custom field 1
  • CSF2 (optional) – Custom field 2
  • Disposition Status (optional)

Click on Next Step then review your data.

Click on Next Step and complete Step 4 -  Settings

Treat this as a DNC list

This will set imported contacts to DNC (Do Not Call) and is not reversible.

Update existing contacts

Override the original existing contact data with what's in the CSV file?

Save unknown columns

Columns that are not set will be saved to the contact's notes

Multiple contacts for each phone number

Creates a separate contact for each phone number found in the file.

LineSelect the line that you want to import the contacts to. 

UserSelect the owner that you want to assign to the contacts (optional). 

SequenceSelect the sequence that you want to enroll in the contacts to (optional). 

TagsSelect tags that you want to assign to the contacts (optional). Aloware creates a tag based on the date and time when you import your contacts. This tag will be visible on the Contacts page and you can search filter, or sort using this tag. Best of all, the tag enables you to send a bulk SMS blast to this very list right away.

After completing the settings, click Start Import.

Confirmation

After importing the contacts, you can check the status by going to Account then select Imports

Note: Aloware processes your list typically in a few minutes. We send you an email when the list is fully processed. For larger lists, it might take some time. Also, if we can’t read a line (for example if there is a bad phone number) we will skip it and inform you.

Please contact us via email support@aloware.com if you have an unusually large list, and your list contains custom data or if you wish to delete recently imported contacts. We would be happy to assist with large lists, custom attributes, or inter-app imports.

Importing Contacts Status

Draft - Unfinished import contacts

Pending - Import in-progress

Failed - Import failed

Finish - Import successful

Click on the vertical Ellipsis to run the import or delete the import.

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