Import & manage contacts
Open Customers › Contacts in the sidebar. The page works like an address book with three columns:
| Column | What it holds |
|---|---|
| Lists (left) | All contacts, Can be messaged and Opted out, then your Groups, Tags and Categories with a count on each. Click one to see only those people. The + next to a heading creates a new group, tag or category. Contact fields at the bottom manages your own fields. |
| People (middle) | Everyone in the list you picked. Use the search box (name, phone or email) and the switch Everyone / Can message / Opted out. A red Opted out mark shows next to anyone who stopped messages. |
| Details (right) | The person you clicked: phone, email, opt-in status, their groups, tags, categories, fields, notes and the date added. On a phone this opens as its own screen. |
The buttons at the top of the details are Message (opens the chat in Inbox), Template (send an approved template), Edit and Lead (opens this person's lead, if they have one).
To change a contact later, click them in the list and then Edit in the details. You can change the name, phone, email, notes and Opt-in status there, or delete the contact. Groups, tags and categories are added from the details panel (see below).
There is no fixed template. Use any headers you like and map them during import. Tanvik recognises common header names automatically:
| Maps to | Required | Headers recognised automatically | Example |
|---|---|---|---|
| Phone | Yes | phone, phone number, mobile, mobile number, whatsapp, whatsapp number, contact number, number, cell | 9876543210 |
| Name | No | name, full name, customer name, contact name, client name, customer, lead name | Rahul Sharma |
| No | email, email address, e-mail, mail | rahul@example.com | |
| A field | No | Pick it from the list when mapping | 25000 |
+91. For numbers outside India, include the full country code (for example +971...) or they may be saved as Indian numbers. Rows with no phone number are skipped.- Existing contacts are not duplicated. If a phone number is already in your contacts, it is counted as updated.
- To import a field column, create the field first under Contact fields (bottom of the left column), then open the import again.
Groups are named lists, useful for a batch you want to message together. A contact can be in several groups. Tags and categories are labels, and a contact can have many of each.
Contact fields are your own details stored on each contact, such as Loan Amount or EMI Due Date. Click Contact fields at the bottom of the left column to see them, New field to add one (choose a name and a type, and whether to show it as a column in the contacts table) or Delete to remove one. Each field has a token such as {{contact.loan_amount}} that you can use to personalise messages and automations. To fill in a contact's fields, click Edit next to Fields in their details. Fields can also be managed under Settings › Custom fields.
Click the … menu above the list and choose Sync with a Google Sheet to keep your contacts in two-way sync with a Google Sheet. New rows or edits in the sheet flow into Tanvik, and changes in Tanvik are pushed back to the sheet.
Once connected, the same window shows Connected · two-way, the last push and pull times and any sync error. If a contact is edited in both places before the next sync, the most recent edit wins. Click Disconnect to stop syncing; rows already in the sheet stay there. Contacts added through the sheet also trigger any "Contact Created" automations you have.
Every contact has an opt-in status, shown in their details:
- Can be messaged means they opted in.
- Opted out: don't message means they said no, or you marked them. Messages to them are blocked.
- Opt-in not known means there is no record yet.
To see only people you can message, click Can be messaged in the left column (or Can message in the switch above the list). Opted out lists everyone who stopped messages. To change a status, click the contact, then Edit, and change Opt-in status.
More in Opt-in & opt-out.
- Delete one contact: open them and click Delete contact at the bottom of the details.
- Delete a few: tick the boxes in the list, then click Delete selected. The tick box at the top of the list selects everyone in the list you are viewing, on every page.
- Delete a whole batch: in the … menu choose Delete everyone in a group or tag, pick a group, tag or category, and confirm. This can't be undone. Opt-in records are kept.
After a delete you get a short chance to click Undo. Groups, tags and categories left with no contacts after a delete are removed automatically.
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