Import contacts

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It is super easy to import your contacts to Wobaka, just follow these steps.

1. Export your contacts

Start in your current CRM system, spreadsheet or whatever you are using and export your contacts to a CSV file. If you already have a CSV file, go directly to step 2.

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You can download our importer template to use as reference.

2. Import contacts to Wobaka

Start by going to the contacts page and clicking the import button.

Contact import button
Contact import button

3. Choose status for imported contacts

After you have selected a file you can select what status the imported contacts should have in Wobaka. You can customize your statuses in settings.

Customize contact statuses
We’ve set up some default statuses for you to use when signing up for Wobaka. Of course your needs may be a bit different, and therefore we’ve made it super easy to customize your contact statuses anyway you like to fit your sales process. Head over to Settings > Contact statuses
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Select a status for new contacts

4. Assign fields

After selecting status you can assign what fields you want to import. Unassigned fields will not be imported to Wobaka. This video shows how to proceed with the import.

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If you use the same column names as our importer template, fields will be assigned automatically.
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5. Custom fields (Optional)

Wobaka also has support for importing custom attributes on contacts. You can set your own attributes by assigning the column to Custom and typing the name of your attribute. Note that only English letters, numbers, hyphens and spaces are allowed as attribute names.

Import custom fields

That's it! Your contacts are now imported 🥳!