Map phone and other columns to Chatinbox fields
Map the file phone column to Phone. Map name and other columns to the matching Chatinbox fields and skip unused columns.
Map the file phone column to Phone. Map name and other columns to the matching Chatinbox fields and skip unused columns. Confirm that each Chatinbox field shows the correct sample value in preview.
Before you start
- The correct source file or filter
- Permission to process contact data
Step by step
Open Data Management → Import data
Go to Data Management → Import data from the main menu. Confirm that the selected record matches the task you are about to complete.
Map phone and other columns to Chatinbox fields
Map the file phone column to Phone. Map name and other columns to the matching Chatinbox fields and skip unused columns.
Check the result
Confirm that each Chatinbox field shows the correct sample value in preview.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
