Importing contact lists into Aloware
You can import contact lists into Aloware from two sources: HubSpot or CSV files. Depending on your needs, you can choose between dynamic lists (sync-enabled) or static lists (one-time upload).
Importing from HubSpot (Dynamic or Static)
Uploading a CSV file in Aloware Talk (Static)
Method 1: Importing contacts from HubSpot (dynamic or static)
If your team already manages contacts in HubSpot, you can bring them into Aloware without uses HubSpot, you can import contact groups directly into Aloware.
Requirements:
You must log in to Aloware from a browser with an admin account (admin features are not available on mobile).
Make sure your HubSpot account is integrated with Aloware and the integration is active.
Steps to import
Open your Aloware admin account and go to the Lists menu.
Click the Create List button and select Import from HubSpot.
Choose the HubSpot contact group you want to import.
Click the Import button to start the process.
Once completed, a confirmation message will appear.
Dynamic vs. static lists:
To create a dynamic list, select keep list in sync with HubSpot. The list will automatically update whenever changes are made in HubSpot.
To create a static list, leave the sync option unselected. Static lists are snapshots of HubSpot groups at the time of import.
For automated synchronization, make sure static lists are enabled for sync. This ensures imported HubSpot lists remain accessible in Aloware without manual updates.
Manual imports
If you don’t want ongoing sync, you can select and import a HubSpot list manually. This option is useful for one-time updates or smaller groups.
Important: HubSpot integration must be set up in Aloware before importing. If the integration is disabled, syncing and imports will fail.
Method 2: Uploading a CSV file in Aloware Talk (Static)
If your contact data is stored outside HubSpot, you can upload it into Aloware using a CSV file. This method is best for one-time imports, contact migrations, or bulk updates that are not tied to a HubSpot integration. The Import Wizard in Aloware guides you through the process.
Navigate to the Lists menu in your Aloware admin dashboard.
Click the Create List button and select Import CSV.
Upload your CSV file to the import wizard.
Confirm DNC compliance - agree to the DNC regulations to proceed. Consider downloading contact templates for structured data. Click Next.
Upload contacts
Fill out the template - use the provided headers for consistent formatting.
Upload file - drag and drop the file or browse to select it.
Preview and map columns - Aloware will show a preview of the first 10 rows for column property assignment. Map your data columns in the file to match Aloware’s fields. For example:
"First Name" → "First Name"
"Phone" → "Phone Number"
Click Next Step to review your contact list.
Configure list settings
List name - (required) assign a name for your list.
Update existing contacts - choose whether to overwrite existing contact data with CSV file data.
Save unknown columns - decide if unset columns should be saved to the contact's notes.
Multiple contacts for each phone number - enable to create separate contacts for each phone number found.
Assign contacts to - select a user in the account to distribute the imported leads. Admins can assign contacts to themselves or to another user, ensuring the selected user has immediate visibility.
Click Start Import when you are ready.
Save and convert list
By default, the list is saved under the importing admin’s personal lists.
To make the list accessible to the entire organization, click the three-dot menu under Actions and select Convert List to Public.
To avoid errors during the upload, make sure your CSV meets these criteria:
Include column headers in the first row (e.g., Name, Email, Phone number).
The required fields are First Name, Last Name, and Phone Number.
The maximum file size is 10MB.
Once imported, a confirmation message will appear, and the new list will be available in your dashboard. Note that this list cannot be converted to dynamic.
Method 3: Uploading a CSV file in Aloware admin (Static)
This method follows the same process as Method 2, executed directly in the Aloware admin interface. The resulting list will also be static.
