Mass importing existing contacts

1. Download the sample spreadsheet (below) and open it using Excel, Numbers, Google Sheets, or your favorite spreadsheet application.

2. Copy your contacts' information into the spreadsheet, making sure to maintain the correct column headers  (Name, Phone, Email, Notes, Tags) that the sample spreadsheet includes. You can include the following information in the spreadsheet: 

  • Name: First and last name [please note - do not try to separate first and last name into two columns]
  • Phone: Mobile phone number
  • Email: Email address
  • Notes: Notes on the contact
  • Tags: Tags [Multiple tags can be added to each contact, separated in the spreadsheet by a space. See more on tags below.]

3. Export the spreadsheet as a CSV file

4. Sign in to Textline and select the Card icon in the left side bar to reach your Address Book.

5. Select the Import button and upload the CSV file you created.

 

Tags

Tags are labels that you can assign to contacts to group them internally. Once contacts are tagged, you can send Announcements (mass messages) to everyone with a specific tag. You can add multiple tags to a contact, separating your tags in the spreadsheet with a space.

Read more about using Tags by clicking here, and watch the tutorial video on Tagging Contacts here

 

 Watch the tutorial on Using the Address Book here

 

Need more help?