Webex Interact offers multiple ways to upload contacts, making it easy to add and manage customer data efficiently. You can upload a file, paste numbers, or paste contacts with additional details.
Upload CSV or XLSX file
Go to Contacts > Upload in Webex Interact.
Select your file and upload it.
Map contact fields - Match your file columns to existing fields (e.g., First Name, Last Name).
- Create custom fields if needed.
Process duplicates - Choose how to handle duplicates (merge, skip, or import as is).
Click Upload to start processing.
You will receive a confirmation email once the upload is complete.
You can use your Interact account normally while your upload is in progress in the background. We will send a confirmation via email after the upload has been completed.
Paste numbers
Go to Contacts > Paste numbers
Enter phone numbers manually, one per line.
Review & upload
The system automatically removes duplicate numbers.
Click Upload to process and save the contacts.
Paste contacts with additional fields
Go to Contacts > Paste contacts
Paste contacts, including additional fields (e.g., John | Schh | [email protected] | +447735736914 ).
Separate fields using comma (,), semicolon (;), or pipe (|).
Map & upload
Map contact details to existing fields or create new custom fields.
Choose how to handle duplicate data before uploading.
