So, what we can do with the Platform?
General organization's settings
Adding a Telegram channel
Adding a Web channel
Creating a Script to use the Web Channel
Adding Viber channel
Adding a Facebook Channel
Adding a Twitter channel
How a SMS Integration Works
Contacts and Messages
Select a Message to Schedule for Later
Adding Media to the message
Static and Dynamic Groups
Flow editor and tools
Call Webhook: Making requests to external services
Split by Intent: Using Classifiers
Import and export flows
Expressions and Variables
Triggers and Campaigns
Adding a trigger
Tell a flow to ignore triggers and keywords
How to create a Campaign
Creating an Intelligence
Managing your team
Intents and Entities
Updated by Matheus Enrique Alves
When a person interacts through any of the channels connected to the push, they automatically become a contact. However, many times, we already have information about future contacts that will interact through the channels, so how can we import these contacts to the platform?
It is a very simple process, first, just access the contacts page where you will find the Import Contacts button in the left corner.
Then you will be taken to the import page, where you will be able to choose an excel spreadsheet, format .xls, and import the contacts that exist in the spreadsheet to the platform. However, for this to work, you need to correctly name the header of the spreadsheet, that is, the name of the columns.
The rules for naming columns are:
- Name: contact name column
- Language: column with the language the contact interacts with
- URN:<URNname>: column with the URN of the channel that the contact will communicate, remembering, that the contact is only valid if it has at least one URN.
- Field:<CustomFieldname>: column with custom fields for contacts.
Then just click on Import and your contacts will be imported to the platform. All contacts appeared linked to a static group, which has the same name as the spreadsheet file, in case you don't want to keep the group, just delete it.