# 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:

<figure><img src="/files/yekbY0FMuh72CwFeDUmj" alt="" width="438"><figcaption></figcaption></figure>

Next, select the required messenger (highlighted in the screenshot below).

<figure><img src="/files/0EgnTOiM5Nepx3aDxrM1" alt=""><figcaption></figcaption></figure>

Add a bot if it’s not yet connected to the project. Then click the "Upload client list" button:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfMZCG6yr41qFSXjL2IFR-GPFp4bRkEE_SZDSGwaoBi8yUXnOp3UfHX1th9qsNaaTO2gWP4QkpEKg5VXuNd_PO-RpViIv4lZTDNCf0pWCqKCnuRgHAGfAL1U_LsSFw-Lm_1EC1xUg?key=o5DRCqMFXEyXeycmGc9MdQ" alt=""><figcaption></figcaption></figure>

Here you can upload a CSV file and immediately add the clients to a list for easier management later:

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfbFaz0hG3MeOua2pAQe7WwNhGAKEZIbQbt3Ge2dvbQOVBN3dCqbKhmwdfG7eRIqv4ooQRtcOCbdbDjjuCjeJ0MX8cAdjxB8vX70TwWQh_-S5M4z24LTlZEB3iNeRvNTvTcrS9h?key=o5DRCqMFXEyXeycmGc9MdQ" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="warning" %}
Important!&#x20;

When uploading a file, you need to specify the correct encoding and delimiter. By default, the settings are configured for files saved in Excel.
{% endhint %}

{% hint style="info" %}
Detailed information about the data format is provided on the form, along with specific requirements for each messenger.
{% endhint %}

{% hint style="warning" %}
Important!&#x20;

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).
{% endhint %}

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfPGraYbeqWfSItBSkDYEgDiSWXaPja3a5yfJM99pASkyp5CQl-YxwPdhnZjXGoLc8mCAMwxE_uWL-3pA3CnT9wxVedeuJpcB75KIR1-pbhnNX2xEXHznNiuTz0KjhYS-v4Kxz0sA?key=o5DRCqMFXEyXeycmGc9MdQ" alt=""><figcaption><p>Column names in the file</p></figcaption></figure>

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.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfIDXClLu2dU9oMDeLvDFdlH2ePhN0UxxHCnOOkP2Yv-0ExZKsTvRSKpe5KKiE4_Okk-35rCl4n4Z6s0Oave5mqMkjl48DGlD33Ad3oZtYJGDuxiclgMDHzMEhd9KsKbCEyO-eSmg?key=o5DRCqMFXEyXeycmGc9MdQ" alt="" width="563"><figcaption></figcaption></figure>

### Adding to a list

You can add the uploaded clients to one or more lists right away for segmentation purposes.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc7U3lbE2H1VYic-Rk3_AGaDDBgU_WgRBHTeux6rtMxvrdAoFSVc7tZX7Lgrhf5r_lqnkVIkFFAwRS5FqkSmqJIuMxh_3WcnXm2RhW-Bx3g-5VHcWvDc-7OQa4eEqEv4OTYAq2q?key=o5DRCqMFXEyXeycmGc9MdQ" alt="" width="375"><figcaption></figcaption></figure>

### 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. <br>

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.

**WhatsApp**

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.

{% hint style="info" %}
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.
{% endhint %}

### Video tutorial&#x20;

{% embed url="<https://www.youtube.com/watch?ab_channel=Salebot-%D0%9A%D0%BE%D0%BD%D1%81%D1%82%D1%80%D1%83%D0%BA%D1%82%D0%BE%D1%80%D1%87%D0%B0%D1%82%D0%B1%D0%BE%D1%82%D0%BE%D0%B2&v=9a7P4G_aBxM>" %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.mavibot.ai/how-to-do.../client-database-transfer.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
