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Troubleshoot Contact Imports in Whippy

Resolve common issues when importing contacts from files or clipboard data.

Written by Maria Cairns

Why it matters

Import problems usually come from source file structure, field mapping, identifiers, or consent settings. A focused troubleshooting article helps users fix the source data before they create messy contact records.

Key Concepts

Source file: The csv, spreadsheet, or pasted data used for the import.

Headers: The column names that help the importer understand which data belongs in each contact field.

Identifiers: Values such as phone, email, or external ID that help distinguish one contact from another.

Opt-in state: Whether imported contacts are allowed to receive messages through selected channels.

Static list: The fixed list created by the import.

Step-by-Step: Fix an import issue

  1. Open the source file before importing.

  2. Confirm the first row contains clear column headers.

  3. Check that phone numbers, emails, and external IDs are in consistent formats.

  4. Remove blank rows, merged cells, duplicate header rows, and unrelated notes.

  5. Save the file as csv or xlsx when possible.

  6. Start the import from Contacts > All contacts > Add > Import CSV.

  7. Map columns carefully in the importer.

  8. Review the imported static list and spot-check several contact records.

Tips and Best Practices

  • Use one column for each contact field.

  • Keep country codes and phone formatting consistent.

  • Use external ID when contacts come from another system.

  • Test with a small file before importing a large audience.

Troubleshooting

Issue

Possible Cause

Fix

The importer cannot read the file

The file has unsupported formatting, merged cells, or hidden header rows

Clean the file and save it as csv or xlsx

Contacts import without phone or email values

The columns were not mapped to the correct contact fields

Repeat the import with clearer headers and check the mapping step

Imported contacts are not opted in

Opt in to channels was not selected or consent was not provided

Review consent requirements and select the correct opt-in channels during import

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