Upload the Bulk Contact
This section explains how to upload the prepared CSV file and track its progress.
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This section explains how to upload the prepared CSV file and track its progress.
Navigate to Contacts
Click Add Customer
Select Bulk Upload
Upload the prepared CSV file
Enter a name for the import file
Optionally add tags
Click Continue
The system will begin processing the file.
Processing time: approximately 2–5 minutes, depending on file size.
To check upload status:
Go to Settings
Click Upload History
You can view:
Processing status
Completed uploads
Summary report
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)
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
Return to the Contacts screen
View successfully uploaded contacts
Use filters and tags for segmentation
This section explains how to export customer records.
Exporting allows you to download contact data for reporting or analysis.
Go to the Contacts screen
Click Settings (near the Add Customer button)
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 help you quickly narrow down contacts based on specific conditions.
Go to the Contacts screen
Click the Filter icon located at the top right
A filter dialog box will open.
Select a field
Choose a condition
Enter or select the required value
Click Apply
The contact list will update based on the selected criteria.
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.
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