How to Import Contacts from Accounts Menu
Navigate to Account menu > Imports tab
Select between the Contacts or Ring Groups tabs to Import > Click the Import Contact button
Tick DNC (Do Not Call) Agreement before importing, then click the "Next Step" button
You may "Download Contacts Templates" if you do not have a clean list yet
After updating the downloaded template, you may now Upload your Contacts
Click the "Upload from Computer" button; this will display your imported list of contacts
Aloware will fetch the first 10 rows in your file, you can assign each column to its appropriate property. Then, click the "Next Step" button
Once you are done reviewing your list of contacts, click the "Next Step" button
Import Settings
DNC (Do Not Call)
In Settings, you can assign contacts in DNC (Do Not Call) state
Please take note that when an agent marks the contact as DNC, this cannot be undone.
DNC prevents the contact from being enrolled in the Automation sequence, Broadcasts, and Power Dialer. However, you can manually call or text the contact.
Update Existing Contact
Ticking the box will override the original contact data with the latest imported list
Save Unknown Columns
Selecting this option will save unknown columns to notes
Multiple contacts for each phone number
By default, contacts with multiple phone numbers are separated in a comma. Clicking this option will separate each contact's phone number from a new contact.
Line
You may also assign the line to import these contacts
Assign Contacts to
You may also assign the leads to an agent or to a ring group
Sequence (optional)
You can assign a sequence that you want these contacts to
Tags (optional)
Select 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.
Split Tag
Splitting tags into smaller tags will create new tags accordingly
Start Import
After completing the settings, click the Start Import button
