Contacts & CSV import

What it is #

Contacts are non-Shopify people you want to call — leads, prospects, wholesale buyers, event registrants, etc. They live alongside your Shopify customers in Voice Nimble.

Creating contacts individually #

1
Go to Contacts → Add contact
2
Fill in: Name, Phone, Email (optional), Tags (optional)
3
Save

CSV import format #

The fastest way to add hundreds at once.

name,phone,email,tags
John Doe,+8801234567890,john@example.com,VIP;New
Jane Smith,+14155550123,jane@example.com,Prospect
Maria Lopez,+34612345678,,Lead

Rules:

name and phone are required
phone must be in E.164 format (+ then country code + number, no spaces or dashes)
email is optional
tags are separated by semicolons (;) — do not use commas inside the tags field

Importing #

1
Go to Contacts → Import CSV
2
Choose your file
3
Review the preview
4
Click Import

Duplicates #

Contacts are added immediately. Duplicates (same phone) are skipped.

Tagging for segmentation #

Tags let you build audience segments:

VIP for high-value leads
Event-2026-April for event registrants
Prospect-Cold vs Prospect-Warm

Use tags to filter audiences inside broadcast campaigns.

Tips & best practices #

Always include country code in phone numbers — missing codes cause silent failures
Use E.164 format consistently: +14155550123 not (415) 555-0123
Keep tags short and systematic — they're not free-form notes

Troubleshooting #

Problem	Fix
Import fails	Check the CSV header row matches exactly: name,phone,email,tags
Some rows skipped	Rows missing name or phone are silently dropped — check the preview
Calls fail to contacts	Phone likely not in E.164 — re-import with corrected format

Customers Live Shopify customer sync

Broadcast campaigns Bulk calls to contact lists