If you’re starting fresh or looking to migrate your list of clients, prospects, or supporters into TXTPass, importing contacts is your first step toward seamless communication automation. Here’s how the process works—and why it’s a game-changer.
The Power of Centralized Contacts
Before we dive into the “how,” it’s worth understanding the “why.” TXTPass lets you manage all your communication in one place—and your contacts are the foundation of that.
When you import contacts, each one gets its own centralized profile. This profile can include:
- Contact info (name, phone, email)
- Notes and internal memos
- Service tier or lead status
- Automation preferences (like birthday texts or reminders)
This means you’re not just uploading a phone book—you’re building a personalized communication engine.
Step-by-Step: How to Import Contacts
Whether you’re coming from a CRM, spreadsheet, or phone list, importing contacts is simple:
1. Prepare Your File
Create a CSV or Excel file with clear column headers. Recommended fields include:
- First Name
- Last Name
- Phone Number
- Tags or Categories (optional, but useful for segmenting)
2. Login to TXTPass
Head to your Dashboard and navigate to the Contacts section.
3. Select “Import”
Choose the import option, then upload your prepared file.
4. Map Your Fields
You’ll be prompted to match your column headers to TXTPass fields. This helps ensure all data lands in the right place.
5. Confirm and Upload
Click “Finish Import,” and TXTPass will process your list in seconds.
Pro Tip: Group contacts into Lists during import so you can launch targeted campaigns later.
⬇️ DOWNLOAD: Contact Import Template
Pro Use Cases After Import
Once your contacts are in, you can immediately start unlocking TXTPass’s capabilities:
- Send a welcome message or onboarding campaign automatically
- Set up birthday greetings to build loyalty
- Create reminders for renewals, follow-ups, or client check-ins
- Launch outbound campaigns to segmented lists
- Trigger automation based on tags or customer type
Benefits of Importing Contacts
- Personalized Outreach – Tailor communication with detailed contact histories
- Efficient Team Collaboration – Shared notes and lists keep everyone aligned
- Automation-Ready – Power your workflows with reminders, triggers, and drip campaigns
- No More Missed Opportunities – Schedule follow-ups and stay proactive
Your contacts aren’t just data—they’re your relationships. Importing them into TXTPass gives you the tools to stay connected, organized, and impactful from day one.
Need help with your first import? Reach out to our support team or check out our contact import template.
