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Less manual data entry
A prepared file can save the team from retyping an existing list one customer at a time. The time saved is most valuable when the source information is clean enough to support useful work.
Customer management · CSV import
Bring your customer list into SAYLS with a CSV import.
Move an existing customer list into SAYLS through the CSV import workflow. Prepare the supported columns, use your workspace's reference values and review the result before the list becomes part of daily customer work.
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See the task in actionCSV import
CSV contact importYOUR WORKFLOWA STRUCTURED STARTFrom a prepared CSV to organised contacts.
01Your CSV file
02Use the sample columns
03Review the import
Sample CSV columns
Import a prepared CSV and review the created contacts.
The task behind the feature
When onboarding starts with a messy spreadsheet
A spreadsheet is only helpful if its data lands correctly.
Different phone formats, missing fields and unclear categories can make a promising contact list difficult to use. Importing everything without review simply moves the problem into a new tool. A structured import gives your team a chance to clean the information, confirm its purpose and create records colleagues can actually understand.
See how the pieces fitOne practical way to use it
Prepare the file before you import.
Start withOne small, checked CSV file
- 01
Prepare a supported CSV file
Download the sample and read the column rules. Keep phone numbers as text so spreadsheet software does not change them, include the required contact type and remove rows you do not have a reason to retain.
- 02
Use your workspace reference values
Use the relevant status, source, group and staff identifiers shown by the import workflow. Check the values against your CRM before upload so contacts are not assigned to the wrong category or person.
- 03
Review the import outcome
Upload the file and inspect the import result and logs. Correct rejected data rather than assuming every row succeeded, and check a small sample of created records before using the list for other workflows.
Configure the path. Test it with a real task.
Review identifiers, number formatting and the import result before uploading a larger file.
Why this is useful in practice
A cleaner start for the records you already have.
More dependable onboarding
Explicit field rules help you spot problems early. Checking type, phone and reference values before import reduces the confusion that happens when malformed data reaches a customer-facing process.
A better foundation for follow-up
Imported contacts can become part of the same records and segmentation process as new enquiries. Keep consent evidence and relevance separate from the mere fact that a row was successfully uploaded.
Choose a useful starting point
Bring a useful list into the workspace
- Move a maintained customer spreadsheet into the CRM.
- Import a carefully prepared enquiry list.
- Assign existing contacts using valid workspace references.
Your first useful workflow
Try csv import with your team.
Import a prepared CSV and review the created contacts. Start with one small, checked CSV file and review the result before choosing a plan.
A little clarity goes a long way
A little more about csv import.
Understand the setup, the costs and the next step before you decide.
01Does importing a phone number prove consent?
No. The file creates contact data; it does not establish permission to market. Keep appropriate evidence of consent and follow the rules for each customer and message purpose.
02Why should phone columns be stored as text?
Spreadsheet software can remove leading characters or convert long numbers into scientific notation. Keeping the column as text helps preserve the intended number before the CRM validates and normalises it.
03Will a large file bypass my plan capacity?
No. Imports remain subject to validation, available CRM capacity and the plan's contact allowance. Review the current plan comparison before bringing in a list larger than your workspace can hold.
Connect the useful pieces
What works alongside csv import?
Customer management
Customer records
Keep customer details, contact status and useful context in SAYLS.
Explore this featureCustomer management
Tags & segmentation
Use tags, labels, sources, groups and statuses to make customer lists easier to understand.
Explore this featureConsent & opt-outs
Use SAYLS consent tools to keep permission evidence and opt-out handling connected to WhatsApp outreach.
Explore this feature