Spreadsheet Data Preparation

This section explains how to correctly fill the spreadsheet before uploading. Proper formatting ensures successful processing.

Review the Sample Format

• Do not change column headers

• Refer to the sample data provided in the second row

• Enter data only in the specified columns

Mandatory Data Guidelines

Mobile Number Format

• Prefix the country code before the number

• Do not use “+” symbol

Example: 91XXXXXXXXXX (Correct) +91XXXXXXXXXX (Incorrect)

Tags Column

• You can add a tag in the first customer row

• The same tag will automatically apply to all contacts in the spreadsheet

Example: If you enter the tag “1st Customer” in the first row, the system will apply this tag to all uploaded contacts.

After upload, this tag will be automatically added and updated in the Tags section. This helps in easy identification and segmentation of the uploaded contacts.

AllowBroadcast Column

• Enter true in the AllowBroadcast column

• This will enable broadcast messaging for all uploaded contacts

If not specified, broadcast settings may remain disabled.

Save the File

After entering all data:

1. Click Save As

2. Select file format as CSV

3. Save the file

The system accepts only CSV format for bulk upload.