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How do I import from Excel?
How do I import from Excel?
Michael Lepinay avatar
Written by Michael Lepinay
Updated over a week ago

If you already have a list of contacts you want to text, you can easily upload it using a CSV file. This is a great way to transfer contacts from a database or an event sign-up.

Before importing a list it's important to make sure the list is up-to-date and that you have permission to text everyone in the list. If you have questions on this, reach out to us in chat, or check out Importing Guidelines.

To begin an import:

Click Subscribers (left menu) > Add Subscribers (far right) > Import CSV.

File formatting instructions:

  • File must be saved as a CSV. 

  • The first row should be a header row with the columns named: Mobile,* First, Last, and Email.

  • Only the Mobile column is required. The rest are optional.

  • Most common formats are accepted for the phone number.

Download a sample CSV file: Clearstream_Sample_Import_File.csv

* NOTE: There is some flexibility with the header row. For example, if your CSV file has a "Phone Number" or "Phone" or "Mobile Number" column, that will be used if "Mobile" is not present.

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