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Excel import

Upload your contacts straight from Excel

Keep your list in Excel? Upload the workbook as-is — no converting to another format first. Map your columns and send.

How to connect

Up and running in 3 steps

Excel is where many businesses keep their records, so SmartEngage takes it directly. Upload your .xlsx workbook, choose the sheet, map the columns, and your contacts are in — no saving-as-CSV step in between.

  1. 1

    Open your workbook

    Have your contacts in an Excel sheet with the WhatsApp number in international format.

  2. 2

    Upload and map

    Upload the .xlsx file, pick the sheet, and match its columns to contact fields.

  3. 3

    Review and send

    We clean duplicates and invalid numbers, then your audience is ready to go.

Why use it

What Excel gives you

  • No format conversion

    Upload the workbook you already have — no exporting to CSV first.

  • Pick your sheet

    Multiple tabs? Choose the one that holds your contacts and map it cleanly.

  • Clean on import

    Duplicate and invalid numbers are caught before your campaign goes out.

Good for

When this fits best

  • A master contact workbook you maintain in Excel
  • Exports from accounting or POS software
  • Records kept offline across several sheets

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