Upload the Bulk Contact

This section explains how to upload the prepared CSV file and track its progress.

Upload the File

1. Navigate to Contacts

2. Click Add Customer

3. Select Bulk Upload

4. Upload the prepared CSV file

5. Enter a name for the import file

6. Optionally add tags

7. Click Continue

The system will begin processing the file.

Processing time: approximately 2–5 minutes, depending on file size.

Track Upload Progress

To check upload status:

1. Go to Settings

2. Click Upload History

You can view:

• Processing status

• Completed uploads

• Summary report

Upload Summary

After processing completes, you will see:

• Created Count – New contacts added

• Updated – Existing contacts updated using mobile numbers

• Duplicate – Duplicate contacts identified (only one record uploaded)

Handle Upload Errors

If errors occur:

• An error message will appear

• Download the error report

• Review failed rows and error details

• Correct the file

• Save again as CSV

• Re-upload the file

Access Uploaded Contacts

1. Return to the Contacts screen

2. View successfully uploaded contacts

3. Use filters and tags for segmentation

Export Contacts

This section explains how to export customer records.

Exporting allows you to download contact data for reporting or analysis.

Export Contacts in One Click

1. Go to the Contacts screen

2. Click Settings (near the Add Customer button)

3. Select Export Contact from the dropdown

The exported contact file will be sent to the logged-in OwnChat user's email address.

You can download the file from your email and analyze the contact data as needed.

Filters on Contact Screen

Filters help you quickly narrow down contacts based on specific conditions.

Access Filters

1. Go to the Contacts screen

2. Click the Filter icon located at the top right

A filter dialog box will open.

Apply Filters

1. Select a field

2. Choose a condition

3. Enter or select the required value

4. Click Apply

The contact list will update based on the selected criteria.

Important Note About Filters

• Filters are temporary

• They are not saved

• They are used only for quick filtering purposes

Use filters when you need to quickly view contacts matching specific conditions.