Contact Management

The Contacts page displays all contacts stored in your Converse account.

Contact List View

The contact list includes the following controls:

• Sort By — Sort contacts alphabetically, by Recently Added, or by Recently Updated.
• Total Contacts — Total number of contacts stored.
• Select All — Select all displayed contacts for bulk actions (delete or export).
• Search — Search by contact name, mobile number, or email.
• Contact Tags filter — Shows tags with counts. Click a tag to filter the list. Selecting multiple tags shows contacts matching all selected tags.
• Contact card — Each card shows: name, mobile number, email, communication channel, last updated by, and last update timestamp.
• Pagination — Navigate through multiple pages.

Adding a Contact

1. Click the Add Contact icon.
2. Fill in the contact's details and click Create.

Editing a Contact

1. Click the Edit icon on the contact card.
2. Update the contact's details and click Update.

Exporting Contacts

1. Select the contacts to export, or click Select All.
2. Click the Export Contact icon.
3. Choose the fields to export (or select All Fields) and click Submit.
4. A download link will be sent to your email.

Importing Contacts

Converse uses a specific CSV template for contact imports. Do not remove or rename any column headers.

Step 1 — Download the template

1. Click the Import Contact icon.
2. Click Download the CSV template to save it locally.

Step 2 — Fill in the template

Field	Description	Example
salutation	Title (Mr, Mrs, Ms, Miss)	Mr
first_name	First name	John
last_name	Last name	Doe
ref_id	Unique identifier for future updates	cc658e381ffb6bdf8628
image	HTTPS URL to profile image (leave blank for default)	https://…
mobile	Primary mobile — country code required, no spaces or special characters	6599998888
mobile2	Secondary mobile	6598887777
mobile3	Tertiary mobile	6591239876
email	Primary email	johndoe@gmail.com
email2	Secondary email	—
email3	Tertiary email	—
tags	Contact tag	vip
notes	Additional notes	Overseas Travel
company_name	Company name	GovCMS
account_number	Account number	P273-222-9012
home_address	Home address	123 Ang Mo Kio Ave 7
home_phone	Home phone	6566667777
birthday	Birthday (DD/MM/YYYY)	12/12/1980
wedding_anniversary	Wedding date	02/05/2016
first_purchase_anniversary	First purchase date	06/01/2018
membership_date	Membership date	06/01/2018
data1 – data10	Custom additional fields	Preferred customer

Step 3 — Upload the file

1. Click Select File and choose the completed template.
2. If the format is invalid, an error message will appear — correct the file and retry.
3. If the format is valid, a preview is shown. Click Submit to import or Cancel to abort.

Deleting Contacts

Delete a single contact

1. Click the Delete icon on the contact card.
2. Confirm by clicking Delete in the prompt, or Cancel to abort.

Delete multiple contacts

1. Select multiple contacts by clicking their contact cards.
2. Click the Bulk Delete icon.
3. Confirm deletion in the prompt.