Add & Import Contacts

Add a single contact

1. Go to Contacts → click Add Contact
2. Enter their name and WhatsApp number (or email if you don't have a number)
3. Optionally add company, tags, lifecycle stage, and any custom fields
4. Click Save

SalesByte automatically checks if the number is active on WhatsApp when you save.

Duplicate contacts

If a contact with the same phone number (or email address) already exists, SalesByte will offer to merge the two contacts. You can choose which values to keep for each field — tags are always combined from both.

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Import from a CSV file

Got a spreadsheet of contacts? Import them all at once.

1. Go to Contacts → click ⋯ → Import Contacts
2. Download the sample CSV to see the required format
3. Fill in your contacts and upload the file
4. Map each column to the right field (including custom fields)
5. SalesByte imports everyone

Supported columns: Name, Phone, Email, Company, Tags, Status, Lifecycle Stage, and any custom fields your workspace has defined.

Country code picker

When you map the Phone column, a default country code picker appears. This prevents 10-digit numbers from being misread as another country's format. Defaults to India (+91). Common options: UAE (+971), US (+1), UK (+44), Singapore (+65).

Re-importing contacts

If you re-import a CSV for contacts that already exist, their data is updated. The Date Added filter shows when a contact was first created — re-importing an existing contact does not change their creation date.

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Import from WhatsApp Groups

If your contacts are already in a WhatsApp group, you can import them directly.

1. Go to Contacts → click ⋯ → Import from WhatsApp Group
2. Pick the group from the list
3. Select which members to import (or import all)
4. SalesByte creates contacts for everyone and tags them with the group name

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Contacts added automatically

When someone messages you on WhatsApp for the first time, SalesByte creates a contact for them automatically. You'll see them in your inbox and in the Contacts list.