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CRM & contacts

Import contacts

Upload your lead database to watsi from a CSV, TSV or XML file of up to 10 MB and 5,000 contacts. How to prepare the file and what happens to duplicates.

To import contacts, click Import in Contacts and upload a CSV, TSV or XML file of up to 10 MB that has a phone column. watsi detects the name, phone and email columns on its own, shows you a preview to choose which rows to upload, and creates up to 5,000 contacts per import. Contacts that already exist are skipped — never duplicated or overwritten.

Only workspace owners and admins see the Import button.

Prepare your file

  • Format: CSV, TSV or XML, 10 MB max. If your database is in Excel, save it as CSV.
  • A phone column is required. Name its header, for example, phone or teléfono. Rows without a phone are not imported.
  • Name and email are optional. If present, watsi detects them from their header and values.
  • Include the country code in phone numbers (for example, +52 55 1234 5678) so the number is valid on WhatsApp.
contacts.csv
name,phone,email
Ana López,+5215512345678,ana@example.com
Luis Pérez,+5213398765432,

Import

  1. 1

    Open the import

    In Contacts, click Import.
  2. 2

    Upload the file

    Drag it in or click to select it. watsi reads the file and recognizes the columns on its own.

  3. 3

    Check the preview

    You see how many contacts it found and how many are repeated inside the same file. Untick any rows you don't want to upload.

  4. 4

    Confirm

    When it finishes, watsi shows how many contacts were created, how many duplicates were skipped and how many had errors.

Limits and duplicates

LimitValue
File size10 MB
Contacts per import5,000
FormatsCSV, TSV, XML
  • A contact counts as a duplicate if one with the same email or the same phone already exists. Duplicates are skipped, not overwritten.
  • If the existing contact had no name (or its name was just the number), the import fills in the name.
  • If you later spot repeated contacts that were not caught, review them in Duplicates.

Frequently asked questions

Which file formats can I import contacts from?

CSV, TSV and XML (also .txt with separated values), up to 10 MB. Excel (.xlsx) is not accepted directly; save it as CSV first.

How many contacts can I import at once?

Up to 5,000 contacts per import. If your database is larger, split it into several files.

What happens if a contact in the file already exists in watsi?

It is skipped. watsi does not overwrite the existing contact; it only fills in the name if it had none. At the end you see how many duplicates were skipped.