Customer Base Transfer
How to Upload Clients via File
Client transfer is available from Telegram, Facebook, Viber, Instagram WhatsApp, and Email
Instagram clients can only be uploaded to a list from a file within the same project. You can also upload all Instagram clients you have had a conversation with. The upload is done via the button in the “Channels” section.
To upload clients, go to the “Messengers” section:
Next, select the desired messenger (highlighted in the screenshot below):
Add the bot if it’s not yet connected to the project. Then click the “Upload Client List” button:
Next, in the opened form, you can upload a CSV file and immediately add the clients to a List for more convenient use later:
Attention!
When uploading a file, you need to specify the correct encoding and delimiter in it. By default, the settings are configured for files saved in Excel.
Detailed information about the data format is provided in the form, which also highlights features specific to each messenger.
Attention!
The file MUST include column names upon upload. If the document does not have column names, the file containing variables will not be uploaded, and the upload will fail (see example below).
Possible Errors When Uploading Clients via File
If you encounter an error while uploading clients, it is likely that not all columns have names. You need to check this and provide names for the columns.
Adding to a List
You can add the uploaded clients directly to one or more lists for segmentation.
Mapping Variables
The first column should contain the messenger identifier, and the second column should contain the client’s name. All other column data will be recorded as client variables. Variable names are taken from the column headers, which should be placed in the first row.
Variable upload will occur automatically.
Client Upload Features
Clients are linked to a specific messenger, meaning that subscribers from one Telegram bot cannot be uploaded to another.
Телеграм
В Telegram -> platform_id - is a number.
Viber
In Viber platform_id - is a string consisting of letters and numbers, ending with two equal signs.
This is the only messenger where clients are not tied to a bot, and you can upload them simply as a list of phone numbers. The phone number format is flexible — it will be automatically converted to the required format during upload.
Attention! If you plan to send a message broadcast to a database of phone numbers, you must first upload the numbers to the client list and only then create the broadcast.
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