How to Import Contacts from CSV Files

Already have a contact list? Import it into UnifyBox in minutes. Here's how.

Preparing Your CSV

Required Columns

At minimum, you need a phone number column. Format numbers with country code (e.g., +1234567890).

Optional Columns

Name, email, tags, custom fields - map these during import.

Clean Your Data

Remove duplicates, fix formatting issues, and validate phone numbers before importing.

Import Process

Step 1: Go to Contacts

Click Contacts in the sidebar, then Import.

Step 2: Upload File

Select your CSV file. We'll preview the data.

Step 3: Map Columns

Match your CSV columns to UnifyBox fields.

Step 4: Review and Import

Check the preview, then start the import.

After Importing

• Review for any errors
• Add tags for organization
• Create segments for targeting
• Consider a welcome campaign