How to import your contacts into Tidio
Tidio gives you the option to import your contact data from another CRM in the form of CSV and TXT files. You can upload those documents in the Contacts section, located on the left of your admin panel.
PRO TIP: Uploaded contacts might come in handy if you are planning to run an email campaign. Importing external contacts can help you reach more people than just the ones who have contacted you through the Tidio chat widget.
How to import your own contacts to Tidio
How to prepare the CSV or TXT files
In order to make the import procedure go smoothly – you need to organise your data before you upload it into your Tidio panel. Every piece of information should be placed in a separate column in your file. We advise to add a header row and match each piece of data with the correct header.
The data displayed in the Contacts section are as follows:
- Emal consent (subscribed or unsubscribed)
- Created at (day of adding the contact)
- Conversation rating
- Browser language
How to upload the document
You can upload your documents inside the Contacts section, on the left in your Tidio panel. Once you’re there, click on the ‘import from file’ button in the upper-right, above your current contacts list.
Once you click on the ‘import your contacts’ button – a new panel will pop up, asking you to upload your CSV or TXT file. You can do that by clicking on the blue ‘click here‘ button or just drag and drop the document into the window.
How to match your data with the attributes displayed in the Contacts section
The import window will take you to the second step after you upload the file. You will then be able to match your data with the right attributes from the Contacts section. You will see the header row names on the left, your data in the middle, and the contact attribute (to which the data will be assigned to) on the right.
To match your data with the attributes – click on the drop-down menu under the ‘contact attribute’ column and choose the correct attribute from the list.
Once, all the data will have their attributes – click on the blue ‘confirm mapping’ button under the columns.
How to finalise your import
While finalising the import procedure, you can decide what to do with your existing contacts. An existing contact is one that already has an email address assigned to it.
You will have two options to choose from:
- Import new contacts and update existing contacts. This option will import all of your new contacts and update the ones which already have emails in your Contacts list;
- Import new contacts and skip existing contacts. This option will import all the new contacts without updating the ones you already have in your Contacts list.
Finally, you will be asked to confirm that all imported contacts have given you their permission to email them.
All done! Now you can see all of your imported contacts in the Contacts list.
If you have any questions about the importing procedure, please reach out to us at [email protected]. You can also use the live chat in the bottom-right corner of our website.