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The Contacts section allows you to create, import, edit, and delete customer contacts. When you make or receive a call, the customer's number is automatically saved to the Contacts tab.
Freshdesk Contact Center allows you to create or save individual contacts. However, if you already have a list of contacts, you can easily import them instead of saving one contact at a time.
Log in to your Freshdesk Contact Center account.
From the left pane, click on the Customers icon.
Click New Contact > Import Contact List.
- You can choose to drag and drop the file you wish to upload or browse a file from your computer.
The file you upload should have the following details:
If you are not sure about the details to upload, download the ready-to-use .csv template file. The file contains the following columns:
You can add any number of phone numbers. Add a new column and name it is as Phone 3.
On successful upload, you will see the following message:
Additionally, you will receive a confirmation message on your registered mail id.
To see the uploaded contacts, refresh the contacts page.
If you encounter any error while uploading the file, you will see warnings on why the upload failed.
For example, if you upload a non-CSV file or the file does not have the contact name, you will see the following error message.
To see the details of the warning, click Know more. You will also receive the message on your registered mail id. Correct the errors and upload the file again.
- You can upload any number of contacts.
- Make sure the uploaded file has a contact name, which is a mandatory field.
- You can import any number of contacts. However, ensure the file size is less than 5 MB.