Contact Lists

How do I sync my contacts with my CRM (Salesforce, Zoho CRM & More)

The contact sync feature gives you the ease of keeping your ClickSend contacts up to date without the hassle of regularly importing and exporting the contact records in csv files. Whether you're usin…

How do I import contacts?

How to Import Your Contacts. Log into the dashboard. Click on the ‘Contacts’ menu. Add a new contact list. Click on the new contact list. Click on ‘Start adding new contacts’ and follow the steps. Th…

Merge Contact Lists

To Merge contact lists you will require either create a new contact list or transfer into an existing list. Go into the contact list you would like to move your contacts from. Select contact/s you wo…

Dates importing in US format

If you are importing dates to the ClickSend dashboard and they are converting to a US format you will need to update the formatting in your Excel file. Open your file in Microsoft Excel. Right-click…

How do I export contacts?

You can easily export contact lists using our online dashboard. Login to the account dashboard. Click on the 'Contacts' menu. Open the contact list you want to export. Click on the 3 dots then press…

Remove duplicates from a contact list

You can remove duplicates from a contact list by following these steps: Open the dashboard: https://dashboard.clicksend.com/lists. Select 'Contacts' on the left menu, then choose the contact list fro…

How many contact lists can I create?

Dashboard. You can use up to 500 contacts lists, however you can create up to 1,000. You will only be able to send to the first 500 created. API. You can create up to 1,000 contact lists.

How can I share contacts/see contacts for all subaccounts?

You can set a different access level for each subaccount. To do this: Log into the dashboard and select Accounts -> Add/edit subaccounts : Open Dashboard. Depending on your access level, you might no…

Automatic number detection

All Products. We automatically format numbers for you. You can set the default country under: SMS -> settings -> default country code This means you can supply a number in local or international form…

What format does the recipient phone number need to be in?

If the recipient phone number isn't in international format, we'll automatically format it for you. This will work for all messages being sent to your default country. You can check/adjust your defau…

No Permission To Access Contact List or NO_PERMISSION_TO_ACCESS_CONTACT_LIST error

This means that the user doesn't have access to the contact list. Normally this is because the contact list was created by another user. To give another contact permission to send to all contact list…

Remove contacts with Zapier

1) Choose your ' Trigger '. You can add a filter. For example if the body text from the trigger contains the word 'stop'.. 2) Search for contact using the phone number from the Trigger Select the con…

What do I do if the Opt-Out list was deleted?

1. Create a new opt out list named "Opt-Out List" 2. Export message received history in CSV 3. Filter this to STOP messages using Excel or Google Sheets 4. Create a new import file from this list 5.…