If you want to upload a list of your current customers or end up needing to merge duplicates, change names or numbers, the place to do that is in the Contacts section. You can quickly search for anyone by name or even a part of the phone number. You can add new customers, however that is also done anytime you send a new customer a message, we automatically save them in this list.
If you have multiple locations, you can choose to search through all of them. If you've marked some as inactive, you can easily re-activate them.
We also have a tool here to let you upload a current customer list so you'll never have to type their name or number in as new again. Use this tool to upload an existing customer list. We will accept a .csv or a .xlsx file which includes two columns: Name and Phone. All other columns will be ignored. To see a sample .csv file, click here. To see a sample .xls file, click here. We will check for duplicate phone numbers. If your file has a number that is already in RSS Texting and the name is different, you will be given the opportunity to choose which name you would like to associate with each duplicate number.
If you end up with duplicate names/numbers, we'll do our best to fix those for you. But, you may need to manually merge duplicates that we don't pick up. If that's the case, select the contacts you want to merge and the merge option will show up. You will be given a chance to choose which contact to use in the merge.