Veylo CRM · Docs

Last updated: 2026-10-12

How to import contacts from a spreadsheet

Most businesses start with a spreadsheet of customers. Importing it correctly avoids duplicates and broken phone numbers.

Prepare the file

Import in Veylo

In Customers, choose Import CSV/Excel. Veylo reads the header, normalizes numbers and skips duplicates of contacts already in your base. Imported contacts can be cleared in one action if you need to redo the import.

Before messaging them

Only message people who agreed to hear from you. Use broadcasts with pacing and, on the official API, approved templates — and let Veylo check which numbers exist on WhatsApp first.

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