A. Import from a file
1. Go to Settings> Contact Manager> import contacts> Import from file.
2. Upload the file you want to import and click next.
3. Select the fields you want to import that correspond to the ones we have in Witei.
4. Click on save import and start importing the data.
Important: If you have separate data in Excel and you want to upload them in the same field in Witei, you must correct it in Excel before uploading the file to Witei.
Important: If the number of contacts you wish to import to your account is greater than the number allowed by your CRM plan, only the number of contacts included in your CRM service plan will be imported. Remember to adjust your plans to the volume of data to be imported, I link you here the CRM service plans.
Important: when emails are imported, Witei assumes by default that these users have not accepted the privacy and data protection policy, so it will import them as invalid emails. To prevent this from happening, you must create an extra column header in your Excel (For example: invalid email) and put inside the word "No" applied to all contacts, then in the column association in Witei this column will have the name of "email is unsubscribed" and will have the condition "No" in it, so it will be uploaded as valid. Below there is a screenshot of the columns:
If you have any questions, please contact us via chat!