Importing and exporting
Upload contacts from a CSV, with the columns Wrap understands and what the file you download carries.
Bring your contact list in as CSV and take it back out the same way. The identifiers that keep a person reachable make the full round trip, so what you take out goes back in.
Importing from CSV
Upload your CSV file and Wrap maps the columns by header name. The order does not matter: what counts is what they are called.
A row works with these columns:
display_name,email,phone
Juan Pérez,juan@example.com,+57 300 123 4567Every column it understands
Name your headers like this:
| Column | What it is |
|---|---|
display_name |
The name people see |
first_name, last_name |
First and last name separately |
job_title |
Job title |
lifecycle_stage |
Lifecycle stage |
email, email_2, email_3, and so on |
Emails. The first becomes primary |
phone, phone_2, phone_3, and so on |
Phones, same rule |
instagram |
Instagram handle |
whatsapp_id |
The WhatsApp identifier |
consent_marketing |
Whether they agreed to campaigns |
cf_<key> |
Any custom field, by its key |
whatsapp_username appears in the export, but Wrap does not import it: the
person changes it on WhatsApp whenever they like, without telling anyone. Use
whatsapp_id, the handle that addresses them.
It runs in two steps
Review what Wrap is about to do with each row, then confirm. Wrap saves nothing until the second step.
| Case | Result |
|---|---|
| Row with a name and/or a valid identity | Wrap creates the contact |
| Row whose identity already exists | Wrap enriches the contact |
| Row with neither a name nor a valid identity | Wrap skips it and reports it |
Enriching
Import your list again whenever you have new data. When a row matches an existing contact, Wrap enriches it: it fills in what is missing without overwriting what is already there.
After importing
Review the duplicates the import left behind. When a row matches more than one contact at once, Wrap notes the extra contacts as possible duplicates of the one it enriched. The reason reads "Import". See Duplicates.
Exporting
Hit Export to download every live contact in the workspace, not the filtered list you are looking at. Deleted ones are left out.
The file is named contactos-<date>.csv and carries:
- Name, first and last name, job title and lifecycle stage.
- As many
email_nandphone_ncolumns as the contact with the most identities needs. instagram,whatsapp_idandwhatsapp_username.- Marketing consent, with when and where it came from.
- The created date.
- One column per active custom field.
It starts with a UTF-8 BOM so Excel opens accented names correctly.
Upload that same export again whenever you need it back in Wrap.