How to Create an Import Contact Document for Geta.ai

Importing your contact list into Geta.ai is simple and efficient. To ensure a smooth import, follow the steps below to format your contact document properly.

✅ Supported File Formats:

• .xls

• .xlsx

• .csv

---

🧾 Step-by-Step Guide:

1. Open Your Spreadsheet Tool

You can use Microsoft Excel, Google Sheets, or any spreadsheet editor that supports saving in .xls, .xlsx, or .csv format.

2. Add Column Headers

In the first row of your sheet, add the following headers (no spaces, use underscores _ instead):

first_name

last_name

country_code

mobile_phone_number

email

You can also include other optional fields if needed, such as:

• city

• state

• company_name

• tags

3. Enter Contact Data

Below each header, fill in the corresponding contact information for each individual.

For example:

4. Save the File

Once all the contact details are added:

• Go to File > Save As

• Choose one of the supported formats: .xls, .xlsx, or .csv

5. Use the File for Importing in Geta.ai

Now, you're ready to upload this file directly into the Contacts Module in the Geta.ai platform.

---

⚠️ Important Notes:

• Do not use spaces in header names. Use underscores (_) instead.

• Ensure the mobile phone number is valid and includes the correct country code.

• Each row must have consistent data under the correct header.