At a glance
Overview
- 1 Open WhatsApp Suite → Contacts (Manage Contacts).
- 2 Click Upload / Export in the toolbar, then choose Upload Contacts.
- 3 In Import contacts, pick one of the three methods: Upload CSV, Import from Phone, or Import from WhatsApp.
- 4 Follow that method’s steps below, then confirm the import.
- 5 To back up later, open the same Upload / Export menu and choose Export as CSV or Export as Excel.
Step by step
How to import contacts
Pick a method and follow its flow.
Option 1: Upload CSV
Best for bulk lists and migrations. CSV only (max 5MB). Preview runs before anything is saved.
- 1 Choose Upload CSV in the dialog.
- 2 Download the sample CSV template and fill the name and phone number columns (with country code, no +), plus optional group name, notes, and dates.
- 3 Upload or drag-and-drop your CSV, then click Continue.
- 4 Click Preview and process to scan for new contacts, duplicates, and invalid rows.
- 5 Review the preview, then click Confirm & Import to finish.
Option 2: Import from Phone
Best on mobile. Uses your phone’s contact picker — no spreadsheet needed.
- 1 Open Manage Contacts on your phone (Chrome on Android or Safari on iPhone).
- 2 Open Upload Contacts → Import from Phone.
- 3 Tap Upload Contacts from Phonebook and allow access when the browser asks.
- 4 Select the contacts you want — they are added to your account right away.
Option 3: Import from WhatsApp
Pull members from WhatsApp Web groups with the official UpScaleUp.io Group Importer extension.
- 1 Choose Import from WhatsApp, then download the extension and unzip it.
- 2 In Chrome or Brave: Extensions → turn on Developer mode → Load unpacked → select the unzipped folder.
- 3 Stay logged in to UpScaleUp.io in the same browser, open WhatsApp Web, and wait for chats to load.
- 4 Open the UpScaleUp.io extension, pick a group, and click Import to UpScaleUp.io. Contacts appear in Manage Contacts automatically.
Tips
- CSV phones: include country code without + (e.g. 91… for India). Dates use DD-MM or DD-MM-YYYY.
- Download a fresh sample CSV after you add custom fields so column headers stay in sync.
- Phone import isn’t available on desktop browsers — use CSV there instead.
- The WhatsApp extension only sends names and numbers from groups you’re in to your UpScaleUp.io account.
- Export requires permission to view full phone numbers.