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Creating a contact

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How to create a contact on Hilos

Contacts are the people you want to send messages to. They can be your customers, your employees, or anyone else you want to send messages to, they will also be the receivers of broadcasts so it is important to set them up correctly. There are two ways of doing it: manually or by importing a CSV file. We'll cover both methods in this guide.

Creating a contact manually

To create a contact click on the "Contacts" tab on the left sidebar, then click on the "New Contact" button on the top right corner.

Then fill out the form with the contact's information, the only required field is the phone number, the rest are optional but recommended.

info

Phone number must be formated using E.164 format, which is the international format for phone numbers. Its structure is +[country code][contact number including area code]. For example, the phone number +1 (650) 253-0000 in E.164 format is written as +16502530000.

You can then add additional attributes by using the form below. Once you're happy click on Create.

Creating a contact by importing a CSV file

If you have a database of your contacts, they can be easily imported into Hilos by using a CSV file.

Formatting your CSV

For this guide we'll assume you are using Microsoft Excel, but the process is similar in other spreadsheet software.

To begin with open a new Excel Spreadsheet and add the following columns:

phonefirst_namelast_nameemailexternal_url
caution

Pay attention to the casing of the column names, they have to be exactly as shown above else the import will fail.

You can add any number of fields to the left, they will be taken as custom attributes.

Here's an example of a CSV file with 3 contacts:

phonefirst_namelast_nameemailexternal_urlfavorite cat
+16502530000BruceWaynebat@hilos.comhttps://hilos.comCalico
+527102030498OlivaCatoliva@hilos.comhttps://hilos.comPanthers
+863142912345RickAstleyrick@hilos.comhttps://hilos.comOrange cats

Once the table is filled out, clic on File > Save As and save the file as a CSV file.

Then go to your Hilos Dashboard, click on the "Contacts" tab on the left sidebar, then click on the "Import CSV" button on the top right corner.

Click on Choose File and select the CSV file you just created, then click on Import.

If everything goes well you'll see your contacts appearing on the list.