Video Tutorial

The Contact Lists tab under Contacts shows you existing lists with lead contact details. The total number of your contact lists is shown at the top of the page.

You can create new contact lists by uploading multiple lead records from a .csv file or integration.

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NOTE

All the phone numbers in the file with contact details must be in the international format and include the country prefix.

Later, you can append the list with new contacts.

Adding Contact Lists from Files

To import multiple contacts:

1. Log in to TextPeak in your browser and click Contacts in the menu on the left.

2. Click Create your first contact list on the empty page if you start your work. If you already have some contact lists, just click Add List at the top right.

   

3. In the pop-up window, choose how to provide the contacts:

   • Import file: drag and drop a .csv file (up to 100 MB) from your computer.
   • Integration: connect your contacts from your app integration.
   • Dynamic CSV list: paste a public URL pointing to a .csv file hosted on Google Drive, an AWS S3 bucket, or any HTTPS endpoint that returns a CSV. The list can later be re-synced from the same URL to pick up new or updated contacts.

   

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   LIMITATION

   The URL must return the CSV directly with a public-readable response. Authenticated endpoints, login-walled Google Drive links, or pre-signed URLs that expire before re-sync will fail at import or at the next sync.

4. For all three options, in the List details step, enter the list name and an informative description (optional). Then click Save & Next.

5. For the Import file option, browse or drag and drop the file (up to 100MB in size), then click Save & Next.

6. If the Integration option is selected, set the integration needed and select the connection.

6. For the Dynamic CSV list option, provide the external public link to your CSV file. Make sure to click Test link to verify it before you proceed to the next step.

6. Map column titles with available contact fields as necessary. One column must contain phone numbers.
   Select Ignore first line of the table (column titles) to avoid adding column titles as a separate line.

7. Click Import Contacts.

8. View the list summary and click Continue.

   

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NOTE

You also need to set the contact fields that should be used in mapping and will later be applied in message campaigns to make your messages unique. You can find details in this article.

The new contact list appears at the top and will take some time to process.

Refer to the following table for column descriptions in Contact Lists.

Actions

You can view more information from the Actions column and delete, download, or sync (dynamic CSV lists only) contact lists.

To view more information about your contact list:

1. Click the information icon in the Actions column.
2. On the List Info tab, check how many contact details are added (parsed) or failed to add due to invalid or not mobile phone numbers.

3. If you want more information about the list and its usage in campaigns, go to the Campaigns Info tab.

To delete the list:

1. Click Delete in Actions.
2. Click to confirm deleting the list.

To save the list as a .csv file:

1. Click Download in Actions.
2. Note that preparing downloadable files for large lists will take some time.
3. Select where you want it on your drive and confirm saving.
4. When ready, they will appear in Tasks .

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NOTE

For more information, please take a look at the Tasks article.

Re-syncing Lists Imported From a URL

For contact lists created from a URL, TextPeak stores the source URL alongside the list. You can re-fetch the URL on demand to update the list with any new, removed, or modified contacts at the source.

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NOTE

Re-sync is only available for lists with the CSV from URL source. Lists uploaded from a local file or imported from an app integration are not re-syncable.

To re-sync a list:

1. On the Contact Lists tab, locate the list you want to refresh.
2. In the Actions column, select Sync.
3. TextPeak fetches the source URL and re-imports its contents. The Progress column shows the sync status the same way as the initial import.
4. When the sync completes, the Contacts count and parse summary refresh to reflect the latest source.

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LIMITATION

Re-sync replaces the list against the source. Contacts added directly to the list in TextPeak (without being present in the source CSV) may be removed or marked as failed on the next sync. Keep the source CSV authoritative.

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IMPORTANT

If the source URL has expired, become private, or returns a different schema than the original import, the sync will fail with an error in Tasks. Update the URL or re-create the list before retrying.