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:
Click Save As
Select file format as CSV
Save the file
The system accepts only CSV format for bulk upload.
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