Whippy makes it simple to bulk upload your contacts using a CSV or Excel file. Follow these detailed steps to import your contacts efficiently:
1. Navigate to your Contacts
Go to the Whippy Contacts by clicking https://app.whippy.co/contacts This will take you directly to your list of all contacts.
2. Click "Upload Contacts"
On the Contacts page, find and click the "Upload Contacts" button. This will initiate the upload process.
3. Name Your Upload
Optionally, provide a name for your upload. This can help you identify it later if needed. If left blank, Whippy will automatically generate a time and date-based name for the upload.
💡Note: Make sure your name is unique
4. Click "Click to Upload a File"
Next, click on the "Click to Upload a File" button. This action will open your computer's file browser.
5. Select Your File
In the file browser, locate and select the CSV or Excel file containing the contacts you wish to upload.
6. Review the Header Row
Once your file is uploaded, you will see a short preview. Whippy will ask you to confirm the header row, typically the first row in the file. If your file doesn't have a header row, select "The file has no column names."
7. Confirm Column Matching
Ensure that the columns in your file match the appropriate fields in Whippy. Adjust the mappings if necessary, then click "Confirm matching and continue."
8. Preview and Edit Contacts
Before finalizing the upload, you'll see a preview of the contacts. You can make edits directly in this view by clicking on the cells you want to update.
9. Complete the Upload
Once satisfied with the preview, click "Finish" to complete the upload process. Confirm the action by clicking "Yes."
10. Access Uploaded Contacts
After completing the upload, you can find the newly added contacts in the Contacts section.
