How to import a large number of contacts to OpenPhone

You can quickly import a large number of contacts into OpenPhone using a .csv file, without the need to manually add your contacts one by one. You can even upload detailed information about your contacts like their address, LinkedIn profile, Twitter account, company or group they belong to, and much more.

Since OpenPhone contacts come with custom properties, you're able to upload any information you care about to your OpenPhone contacts. Read on to learn how or watch the video below.

1. Prepare your CSV file

There are a couple of things to keep in mind before uploading your CSV file:

  1. Make sure every column has a heading so that you can map it to an OpenPhone custom property. If you have a column with data you'd like to import, make sure to add a custom property to your OpenPhone contacts to store that data.

  2. First Name and Last Name should be divided into separate columns.

  3. Include the country code (like +1 for the USA and Canada) in phone numbers for consistency. Currently, OpenPhone doesn't support calling and messaging phone numbers outside of the US and Canada, so the formatting of international phone numbers might be an issue. Please send us a note if this is impacting you.

  4. Extra columns and rows must be deleted, including blank columns and rows.

  5. For best performance, we recommend uploading up to 3,000 rows in a single upload.

Example

Here's an example of a CSV file we can upload:

sample CSV file on Google Sheets

We've also created a CSV file template for you to help you get started:

Get the template

Feel free to make a copy of it and use it to work with your own data.

Once you're done working with your Google Sheet, download it as a CSV file.

Downloading a Google Sheets file as a .CSV
 

2. Upload your CSV file

Now that you have a CSV file, uploading it to OpenPhone is the easiest part.

Upload your CSV file

  • Go to your OpenPhone Contacts in the web app

  • Click on Import a CSV

  • Select a .csv file from your computer

Map fields in your CSV file to OpenPhone

In the sample CSV file above, column C (Phone number) should be mapped to the phone number property in OpenPhone. This type of mapping is rather simple so OpenPhone is smart enough to give you that option by default.

For more complicated mapping, say column J (Browser), you'll need to create a custom property on OpenPhone first to store that data.

If needed, create new custom properties for your OpenPhone contacts to capture all the data you'd like to upload.

Importing a CSV file into OpenPhone


Complete the import

Name your import and then hit"Import".

Naming the group of contacts imported from a .CSV

That's it! You'll be able to name this import for better reference in the future and complete the upload.

3. Share contacts with teammates

From here, you can do a Bulk Share so that your colleagues have these contacts in their OpenPhone address book:
1. Click "Contacts" from the left-hand menu.

2. Select the Filter Icon.

3. Click "Filter by source".

4. Check your newly added CSV imports.

5. Click the box next to the search toolbar to select all of these contacts.

6. Select the share icon, located next to the trash icon. 

7. Toggle on which shared numbers you want to share those contacts with.

8. Hit "Save".

bulk sharing contacts based on the source to members of a shared number in OpenPhone

Any member of that shared number will then have access to those contacts.

You can also do a bulk delete by selecting all contacts or the ones you'd liked removed and hitting the trash icon to delete these contacts.

Have any questions? Drop us a note at support@openphone.co.

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