Importing Contacts

Importing Contacts

You can import multiple contacts into your HeyGuest Dashboard using a CSV file. This is useful when migrating data from another system or adding large batches of contacts at once.

Note: It is assumed that all imported contacts have already provided marketing consent. Be sure your list complies with GDPR and relevant data protection laws.

Step 1 – Upload CSV File

To begin:

  1. Go to the Contacts section in your HeyGuest Dashboard.

  2. Click "Import Contacts".

  3. Drag and drop your CSV file into the upload area, or click to select a file from your computer.

Step 2 – Map Fields

On the next screen, you’ll map the columns in your CSV file to the appropriate HeyGuest contact fields.

  • The system will automatically detect the first row of your CSV as column headers.

  • For each column, use the dropdown menu to select the corresponding field in HeyGuest (e.g. First Name, Email, Phone Number, etc.).

  • Once you’ve mapped all necessary fields, click "Confirm Mapping" to continue.

Step 3 – Confirm Import

You will now see a summary of how your data will be imported, showing the mapping between your CSV columns and the HeyGuest CRM fields.

Optional Settings

Several additional options are available at this stage:

✅ Create WhatsApp Sending Lists

Tick this box if you’d like to automatically create WhatsApp sending lists from the imported contacts.

  • When enabled, an additional field appears:
    Contacts per list (WhatsApp daily limit) – The default value is 500.

  • Explanation: New WhatsApp accounts often have daily sending limits (typically around 500 messages per day). These limits usually increase with consistent, legitimate use over time. To help you stay within these limits, HeyGuest will automatically split your imported contacts into multiple sending lists based on the number you specify.

✅ Add to Lists (Optional)

Tick this to add the imported contacts to one or more existing contact lists for segmentation and targeting purposes.

✅ Assign Location (Optional)

Tick this to assign the imported contacts to a specific location within your HeyGuest account. Use this if your contacts are tied to a particular property or region.

Final Step – Confirm Import

Once everything is configured, click "Confirm Import" to complete the process.

Your contacts will be added to the system, and any selected lists or locations will be applied.