Import contacts from a CSV file

Add customers or leads into Ohanvi so they can be used in WhatsApp, email, workflow, and ad follow-up campaigns.

Goal

By the end of this guide, the user has imported a contact list, mapped the important fields, and confirmed which rows were added or skipped.

Prepare the CSV file

1. Create one row per contact.
2. Keep the first row as column names.
3. Include useful fields such as name, phone, email, city, tags, and opt_in_status.
4. Format WhatsApp numbers with country code, for example 919876543210.
5. Export the spreadsheet as a comma-separated CSV file.

Upload the file

1. Open CRM from the left navigation.
2. Select Contacts.
3. Choose Import.
4. Drag the CSV file into the upload area or choose it from your computer.
5. Select whether duplicate contacts should be skipped or updated.
6. Click Continue.

Map and review fields

CSV column	Ohanvi field
name	Full name
phone	WhatsApp number
email	Email address
tags	Contact tags

Screenshot suggestion

Add a screenshot here showing the mapping screen before clicking Import.

Fix skipped rows

Problem	Fix
Phone numbers skipped	Confirm country codes are present.
Duplicates skipped	Choose update existing contacts and upload again.
Tags missing	Check the tag separator format supported by your import screen.