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How to Import and Export Contacts

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If your contacts are stored elsewhere, you can easily bring them into Onbbits. This article covers importing contacts in bulk and exporting your contact list when you need a copy outside Onbbits.

Importing Contacts

  1. Go to Contacts and click Import.
  2. Choose how you want to import: CSV or Google Sheets.
Import Contact Step 1 | Onbbits Help Center

Importing via CSV

  1. Download the sample CSV file provided, and match your file’s format to it.
  2. Upload your CSV file.
Import Contact CSV 1 | Onbbits Help Center
  1. Map your file’s columns to the right fields — Name, Phone Number and Dialcode are required, while Tags and Attributes are optional.
  2. Confirm the import.
Import Contact CSV 2 | Onbbits Help Center

Importing via Google Sheets

  1. Click the sample Google Sheet button and copy the sample sheet to your own account.
  2. Add your contacts to the copied sheet.
  3. Make sure the sheet’s sharing setting is set to Anyone with the link – Editor, so Onbbits can read it.
Import Contacts Sheet 1 | Onbbits Help Center
  1. Paste the sheet link into Onbbits and click Fetch.
  2. Map the columns the same way you would for CSV.
  3. Confirm the import.
Import Contact Sheet 2 | Onbbits Help Center
Important
  • Make sure the dial code is filled in correctly for every contact. A missing or wrong dial code can cause a contact to fail import or be saved with the wrong number.
  • If a contact in your file already exists in Onbbits, it won't be added as a new contact — Onbbits skips it.
  • Re-import the same file anytime to add tags or update attribute values for existing contacts.

Reading the Import Result

Once the import finishes, you’ll see a summary showing:
Reading Import Result | Onbbits Help Center
  • Imported — how many contacts were added.
  • Skipped — how many were duplicates and didn't need adding.
  • Invalid — how many rows had a problem, like a missing or invalid number.

Exporting Contacts

You can export all your contacts, just the ones matching a filter, or only the ones you pick yourself. Each works a little differently.

Exporting All Contacts

  1. Go to Contacts.
  2. Click Actions, then Export.
Export Contacts 1 | Onbbits Help Center

Exporting Filtered Contacts

  1. Apply the filters you want.
  2. Click Actions, then Export.
Export Contacts 2 | Onbbits Help Center

Exporting Selected Contacts

  1. Select the contacts you want using the checkboxes.
  2. Click Actions, then Export.
Export Contacts 3 | Onbbits Help Center

Note: Only Owners can export contacts. If you’re an Agent and don’t see the export option, that’s expected — it’s not available for your role.

Related Articles

How to Add and Update a Contact

How to Search and Filter Contacts

How to Manage Contact Opt-In/Opt-Out Settings

What Is a Contact in OnBBits?

Understanding Contact Opt-In and Opt-Out Rules

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