Client database transfer
How to upload client from a file
Client transfer is possible from Telegram, Viber, WhatsApp, and Email.
Clients from Instagram can only be uploaded to a list from a file within the same project. You can also upload all Instagram clients with whom you have had a conversation. Uploading can be done via the button in the "Channels" section.
To upload clients, go to the "Channels" section:
Next, select the required messenger (highlighted in the screenshot below).
Add a bot if it’s not yet connected to the project. Then click the "Upload client list" button:
Here you can upload a CSV file and immediately add the clients to a list for easier management later:
Important!
When uploading a file, you need to specify the correct encoding and delimiter. By default, the settings are configured for files saved in Excel.
Detailed information about the data format is provided on the form, along with specific requirements for each messenger.
Important!
A file MUST have column headers when uploading. If the column headers are missing in the document, the file with variables will not upload correctly, and the upload will fail (see example below).
Possible errors when uploading clients from a file
If younotice this error while uploading clients, it’s likely that some columns miss their headers. Please check and make sure all columns have them.
Adding to a list
You can add the uploaded clients to one or more lists right away for segmentation purposes.
Variables transfer
The first column contains a messenger identifier, and the second column contains a client’s name. Data from the other columns will be saved as client variables, with variable names taken from the column headers in the first row.
Variables will be uploaded automatically.
Client upload details
Clients are linked to a specific messenger, meaning subscribers from one Telegram bot cannot be uploaded to another.
Telegram
In Telegram -> platform_id - is a number.
Viber
In viber platform_id - is a row, 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. During upload, it will be automatically converted to the required format.
Important! If you plan to send messages to a list of phone numbers, please upload the numbers to the client list before creating the mailing.
Video tutorial
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