If you have a list of customers in a spreadsheet, Flowbee.io makes it super easy to import them all at once — no need to add them one by one.
Here’s how to do it:
✅ Step 1: Go to the Contacts Section #
- From the left-hand menu, click the Contacts icon
- At the top of the screen, click the green Import button
✅ Step 2: Open the Import Popup #
You’ll now see the Import Customer window, where you can optionally organize your contacts into a group.
You have three choices:
- Select an existing group from the dropdown
- Create a new group by entering a name
- Or skip the group field if you just want to import contacts without assigning them to a group
🐝 Grouping is helpful for organizing contacts later — but it’s totally optional during import.
✅ Step 3: Prepare Your Excel File #
- Click Download Template at the bottom of the popup
- Fill in the sample Excel file with your contact data (e.g., Name, Mobile Number, Email, etc.)
- Save the file (make sure it stays under 10MB)
✅ Step 4: Upload and Import #
- Click Upload File and select your completed Excel file from your computer
- Double-check that you’ve selected or created the right group
- Click Import Customers
That’s it! Flowbee will process the file and add all valid contacts to your contact list.
📌 Notes #
- Only valid phone numbers with the correct country code will be imported
- If any rows have errors, they’ll be skipped — make sure your data follows the sample format
- You can import into different groups if you want to keep segments separate (e.g., Leads, Regulars)
