Creating Contact Lists From CSV Files
Learn how to create new contact lists by uploading multiple contacts from CSV files or integrations, and manage existing ones with detailed information and actions.
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.
NOTEAll 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:
Open Contacts
Log in to TextPeak in your browser and click Contacts in the menu on the left.
Create a contact list
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.
Contact Lists page
Choose the contact source
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.
Add New List dialog
LIMITATIONThe 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.
Enter the list details
For all three options, in the List details step, enter the list name and an informative description (optional). Then click Save & Next.
List details section
Provide the contacts
For the Import file option, browse or drag and drop the file (up to 100MB in size), then click Save & Next.
Upload File option
If the Integration option is selected, set the integration needed and select the connection.
Integration setting section
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.
Upload file section
Map the columns
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.
Imported Contacts Preview with the Ignore first line of the table option selected
Import the contacts
Click Import Contacts.
Review the list summary
View the list summary and click Continue.
Importing contacts notification
NOTEYou 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.
Contact Lists page with the imported list
Refer to the following table for column descriptions in Contact Lists.
| Column | Description |
|---|---|
| List Name | Click the title to open a side panel, which you can also load by clicking the information icon in Actions. It contains details about the list, the parse status of contacts, and the campaigns that use it. |
| Source |
One of:
|
| Progress |
The Progress column shows the contact import progress. |
| Contacts |
The Contacts column shows the total number of contacts in the list. |
| Creation At | The date and time, in UTC, when the list was uploaded. |
| Actions | This column provides additional controls. |
Actions
You can view more information from the Actions column and delete, download, or sync (dynamic CSV lists only) contact lists.
Action menu buttons
To view more information about your contact list:
Open the list info
Click the information icon in the Actions column.
Check the parsed contacts
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.
Actions > List Info tab
Check campaign usage
If you want more information about the list and its usage in campaigns, go to the Campaigns Info tab.
Campaigns Info tab
To delete the list:
Select Delete
Click Delete in Actions.
Confirm the deletion
Click to confirm deleting the list.
List deletion confirmation dialog
To save the list as a .csv file:
Select Download
Click Download in Actions.
Wait for the file
Note that preparing downloadable files for large lists will take some time.
Save the file
Select where you want it on your drive and confirm saving.
Find the file in Tasks
When ready, they will appear in Tasks .
NOTEFor 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.
NOTERe-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:
Find the list
On the Contact Lists tab, locate the list you want to refresh.
Select Sync
In the Actions column, select Sync.
Wait for the re-import
TextPeak fetches the source URL and re-imports its contents. The Progress column shows the sync status the same way as the initial import.
Check the updated list
When the sync completes, the Contacts count and parse summary refresh to reflect the latest source.
Updated 12 days ago