{"id":45,"date":"2013-04-30T14:21:16","date_gmt":"2013-04-30T14:21:16","guid":{"rendered":"http:\/\/text-connect.co.uk\/blog\/?p=45"},"modified":"2015-07-03T15:10:56","modified_gmt":"2015-07-03T15:10:56","slug":"importing-contacts-into-text-connect","status":"publish","type":"post","link":"https:\/\/text-connect.co.uk\/blog\/importing-contacts-into-text-connect\/","title":{"rendered":"Importing contacts into Text-Connect"},"content":{"rendered":"<p><strong>To get the most from your Text-Connect account you should upload your contact list(s) and mobile numbers.<\/strong><\/p>\n<p>To save typing them all in &#8216;long hand&#8217; you can upload your numbers to Text-Connect via a <strong>.CSV<\/strong> text file. I&#8217;ve provided some brief notes below on how to do this. In addition, clicking &#8216;help&#8217; on the relevant screens will give you extra guidance.<\/p>\n<p><strong>Text-Connect<\/strong> gives you 2 options for storing names and mobile numbers:<\/p>\n<h3>&#8216;Contacts&#8217;<\/h3>\n<p>Contacts are people who you expect to text on an adhoc, regular basis, i.e. work colleagues and regular customers.<\/p>\n<h3>&#8216;Lists&#8217;<\/h3>\n<p>Lists are larger collections of names and numbers that you might expect to message in a single bulk message shot. For example a list of all your customers or a list of all the parents for a school.<\/p>\n<p><strong>These instructions<\/strong> are for importing a &#8216;List&#8217;, but broadly applies to uploading &#8216;Contacts&#8217; &#8211; see the on screen notes and help for more specific &#8216;Contacts&#8217; information.<\/p>\n<h3>MAKE AND IMPORT A &#8216;LIST&#8217;.<\/h3>\n<p>First, create a &#8216;List&#8217;.\u00a0 Click:<\/p>\n<p>&#8216;<strong>Lists<\/strong>&#8216;<br \/>\n&#8216;<strong>Create<\/strong>&#8216;<br \/>\nGive the list a name, i.e. put &#8216;my_list&#8217; in the name box.<\/p>\n<p>You have the option of importing extra fields which can be named here. The first three data fields are fixed and in your list should be in the following order:<\/p>\n<ul>\n<li>Mobile Number<\/li>\n<li>Name<\/li>\n<li>Email<\/li>\n<\/ul>\n<p>Extra fields may follow after these.\u00a0 If you have extra fields name them in the boxes available &#8211; <strong>ie.<\/strong> next to &#8220;Mail Merge Key Field 1: &#8221;<\/p>\n<p>Click &#8216;<strong>save<\/strong>&#8216; then click &#8216;<strong>continue<\/strong>&#8216;.<\/p>\n<p>Now click &#8216;<strong>V<\/strong>&#8216; for view next to your new list &#8211;\u00a0 &#8216;<strong>my_list<\/strong>&#8216;<\/p>\n<p>Now click the &#8216;<strong>Import<\/strong>&#8216; button. A pop-up will appear asking you to select your file to import and giving a reminder of the file layout needed. The file you import should have &#8216;valid&#8217; mobile numbers (no spaces) and be in .CSV format. A .CSV file can be created by clicking &#8216;Save As&#8217; from your spreadsheet program and selecting .csv text from the options. An example file is noted at the bottom of these instructions.<\/p>\n<p>If your mobile numbers are in 07 style, the system will convert them automatically to the required international format, just enter 44 in the box provided.<\/p>\n<p>Click &#8216;<strong>Import<\/strong>&#8216;<br \/>\nIn the pop up window, browse to the file containing the numbers, click &#8216;<strong>Import<\/strong>&#8216;.<\/p>\n<p>It will quickly say how many have been imported and gives details of any errors.<\/p>\n<p>Close the &#8216;pop-up&#8217; and your numbers should be displayed on-screen. There should be 1 number per line.<\/p>\n<h2>TO SEND A MESSAGE TO YOUR &#8216;LIST&#8217;:<\/h2>\n<p>From the &#8216;<strong>Send<\/strong>&#8216; menu you can then select the distribution list from the drop down.<\/p>\n<p>To double check all is OK, schedule your messages to leave a year in advance, you can then view the messages in the outbox. These can be deleted and resent when you are happy that the format has worked.<\/p>\n<p>+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++<\/p>\n<p>Example csv \/ text file data layout:<\/p>\n<p>&#8220;07974600005&#8221;,&#8221;My Name&#8221;,&#8221;myname@text-connect.co.uk&#8221;,&#8221;123&#8243;,&#8221;456&#8243;<br \/>\n&#8220;07779600004&#8221;,&#8221;Your Name&#8221;,&#8221;myname@text-connect.co.uk&#8221;,&#8221;customer&#8221;,&#8221;Bed&#8221;<br \/>\n&#8220;07866400003&#8221;,&#8221;Their Name&#8221;,&#8221;myname@text-connect.co.uk&#8221;,&#8221;345&#8243;,&#8221;mattress&#8221;<\/p>\n<p>+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++<\/p>\n<h3>Trouble shooting:<\/h3>\n<p>If your import fails, open the file in a text editor (Windows Notepad) and check the content matches the above layout.<\/p>\n<p>If so you can try renaming the file from xxxxx.csv to xxxxx.txt and try again<\/p>\n","protected":false},"excerpt":{"rendered":"<p>To get the most from your Text-Connect account you should upload your contact list(s) and mobile numbers. To save typing them all in &#8216;long hand&#8217; you can upload your numbers to Text-Connect via a .CSV text file. I&#8217;ve provided some &hellip; <a class=\"more-link\" href=\"https:\/\/text-connect.co.uk\/blog\/importing-contacts-into-text-connect\/\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[28,26,29,25,23,6,27,30],"_links":{"self":[{"href":"https:\/\/text-connect.co.uk\/blog\/wp-json\/wp\/v2\/posts\/45"}],"collection":[{"href":"https:\/\/text-connect.co.uk\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/text-connect.co.uk\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/text-connect.co.uk\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/text-connect.co.uk\/blog\/wp-json\/wp\/v2\/comments?post=45"}],"version-history":[{"count":8,"href":"https:\/\/text-connect.co.uk\/blog\/wp-json\/wp\/v2\/posts\/45\/revisions"}],"predecessor-version":[{"id":50,"href":"https:\/\/text-connect.co.uk\/blog\/wp-json\/wp\/v2\/posts\/45\/revisions\/50"}],"wp:attachment":[{"href":"https:\/\/text-connect.co.uk\/blog\/wp-json\/wp\/v2\/media?parent=45"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/text-connect.co.uk\/blog\/wp-json\/wp\/v2\/categories?post=45"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/text-connect.co.uk\/blog\/wp-json\/wp\/v2\/tags?post=45"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}