Import file to contact list
This article describes how to prepare an import file and use it to add contacts to a contact list or update existing ones. Additionally, adding and updating contacts in the list is available via the Wooxy API. Details can be found here.
Things to know before starting
- Ensure all contacts have opted in to receive marketing communications before adding them to a list.
- At least one unique identifier is required: email, phoneNumber, or userId. Other fields are optional but recommended for personalization and segmentation.
- Fields with a "Date type" must use the YYYY-MM-DD format to ensure proper importing and functionality.
- Prepare a blank spreadsheet in Excel or Google Sheets, then export it as a .CSV or .XLS file (maximum size: 25 MB).
- Sample files (CSV/XLS) are available for download to use as templates for data entry.
- If import issues occur, refer to the troubleshooting guide for common file-related fixes.
Preparing import file
The .CSV or .XLS sample files are available for download as templates, with placeholders for contact information and variables to be replaced with actual values.
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File headers
- name - optional display name for the recipient (e.g., John Doe).
- email - the recipient's email address. Only one address per contact is allowed (e.g., john.doe@example.com).
- phoneNumber - the recipient's phone number in valid E.164 format (e.g., +1234567890).
- userId - a unique identifier from an external platform (e.g., ID12345).
- active - general subscription status. 1 to enable, 0 to disable (e.g., 1).
- [Channel]Subscribe - subscription status for specific channels. Use 1 for active and 0 for inactive. Available fields: emailSubscribe, smsSubscribe, viberSubscribe, telegramSubscribe, desktopWebPushSubscribe, mobileWebPushSubscribe.
- firstName / lastName - fields for the contact’s first and last names.
- contactBirthday - the contact’s birth date in YYYY-MM-DD format (e.g., 1990-05-15).
- contactLanguage - two-letter lowercase locale code (e.g., en). ISO 639-1 format.
- contactGender - gender code (ISO/IEC 5218): 0 (Unknown), 1 (Male), 2 (Female), 9 (N/A).
- contactTimezone - time zone in ISO 8601 format (e.g., Europe/London).
- contactScore - a numerical value representing the buyer’s journey stage.
- [Social]Link - links to a social media profile or an avatar image. Available fields: facebookLink, instagramLink, linkedInLink, twitterLink, tiktokLink, avatarLink.
- sourceId / sourceName - identifiers for customer acquisition sources.
- cacValue / cacCurrency - acquisition cost and currency (USD or EUR).
- customStringVariable - custom text variables in lowerCamelCase (e.g., favoriteBrand).
- customDateVariable - custom date variables in YYYY-MM-DD format (e.g., contractDate).
Step-by-step instructions
Select the appropriate domain from the drop-down menu in the lower-left corner if multiple domains are active.
Navigate to the "Audience" section.
Click the "Lists" button.
Click the "Add Contacts" button.
Upload the file via the Import from file section, ensuring the Add or update contacts option is selected, and the permission checkbox is marked.
Verify data using the Match Variables feature to align file headers, previews, and types with the correct Wooxy column names.
Replace or manually assign variables marked with a red dot (invalid headers) to prevent them from being ignored.
Assign a Wooxy variable to any headers marked with a gray dot to ensure the column is included in the import.
Confirm that variables with a green dot are correctly matched with the existing fields in the Contact List.
Click the Ignore button for any specific variables that should be excluded from the import process.
Resolve file errors by either downloading an error report for review or clicking Skip and continuing to proceed with valid data.
Decide whether to preserve existing data or overwrite it with empty values by toggling the Skip empty cells checkbox.
Choose to view the updated list or immediately send a campaign to the newly imported contacts using the Now launch type.
Import contacts for deleting
An existing list created for contact import can be reused for contact deletion; alternatively, a file containing any of the three unique identifiers is sufficient to remove contacts from the list.
Step-by-step instructions
Select the appropriate domain from the drop-down menu in the lower-left corner if multiple domains are active.
Navigate to the "Audience" section.
Click the "Lists" button.
Click the "Add Contacts" button.
Accessing the "Import from file" section and switching the default mode to "Delete contacts".
Uploading a file containing contacts for removal via drag-and-drop or manual file selection.
Executing the irreversible deletion process with the understanding that the removed data cannot be recovered.
Matching at least one unique contact identifier from the file with the corresponding Wooxy variable name.
Modifying variable names during the mapping step to ensure correct alignment before final deletion.
Reviewing file check results in the pop-up window to identify valid entries and potential errors.
Resolving data issues by downloading an error report or choosing to "Skip and continue" to process only valid identifiers.
Finalizing the removal by clicking the "Delete contacts" button after the verification step.
Accessing the "View contacts" section to monitor the progress and confirm the results of the deletion process.
