Contacts, consent and CSV imports

Contacts holds one record per phone number. Numbers are stored in international format, so 98123 45678, +91 98123 45678 and 09812345678 are the same person. Anyone who messages your number becomes a contact automatically.

Fields, attributes and tags

• Built-in fields: name, phone, email, language and country.
• Custom attributes hold what matters to your business, such as city, course, last_order_value or appointment_date. Each has a type (text, number, date, yes/no or a list of options), so segments can compare them properly. Create them in Contacts; a key can't be renamed later.
• Tags are quick labels like vip or batch-2026. Add or remove them in bulk by selecting contacts.

Segments

A segment is a saved filter that stays up to date. Combine conditions with all or any, nest groups, and preview the count and a sample before saving. Campaigns evaluate segments at the moment they launch.

Import a CSV

1. 01

   Prepare the file

   Save your sheet as CSV (UTF-8) with a header row. You need a phone column; name, email, language, a consent column and any custom attributes are optional.

2. 02

   Upload

   Go to Contacts → Imports and upload the file. QuickSamvaad reads the headers and suggests which field each column maps to.

3. 03

   Map and choose options

   Confirm the mapping, set the default country for numbers without a code (India unless you change it), choose whether to update existing contacts, and pick tags to add to everyone in the file.

4. 04

   Record consent properly

   If the file has a consent column (yes/no, true/false, 1/0), describe where that consent came from, for example "website sign-up form, 2026". It is stored as evidence.

5. 05

   Start and check the result

   The import runs in the background and shows progress. When it finishes you see how many contacts were added, updated, skipped and rejected, and you can download a report of rejected rows with the reason for each.

• Files can be up to 100 MB and 1,000,000 rows. Larger lists: split them.
• If the same number appears twice in the file, the first row wins and the rest are skipped.
• Empty cells never wipe out information you already have.
• An import never overrides an opt-out: if someone said STOP, a "yes" in your file doesn't opt them back in.
• Excel files need saving as CSV first.

Consent and opt-outs

Marketing templates only go to contacts whose latest marketing consent is opted in. Unknown is treated as no. Every change of consent is kept in a permanent history with where it came from (import, website form, WhatsApp keyword, API, manual) and when, which is your proof if a customer or regulator asks.

When a customer sends one of these words as their whole message, they are opted out of marketing and get a confirmation:

STOP · STOP ALL · UNSUBSCRIBE · UNSUB · OPT OUT · CANCEL · STOP PROMOTIONS
रोकें · रोको · रुको · बंद · बंद करो · बंद करें · अनसब्सक्राइब · मैसेज बंद करो
band karo · band kar do · bandh karo · rok do · roko · message band karo

START, SUBSCRIBE, UNSTOP, OPT IN, शुरू, शुरू करें and chalu karo opt them back in. You can add your own keywords, switch built-in ones off and change the confirmation text. An opt-out is from marketing only: order updates, reminders and replies still reach them.

Export or erase a contact

If a customer asks what you hold about them, an owner or admin can export the contact: a file with their details, attributes, tags and full consent history. If they ask you to delete their data, erase the contact: their phone number, name, email, attributes and message content are wiped and their media removed. The fact that consent was given or withdrawn stays, without the evidence, and your reports keep their anonymous counts.

Deleting a contact from the list is different: it hides the contact, but doesn't remove personal data. Use erase for a data request. More in Security, privacy and DPDP.