Can I upload client numbers via Excel in Heyo for a WhatsApp campaign?

Can I upload client numbers via Excel in Heyo for a WhatsApp campaign?

⚡Quick answer

Yes. Heyo lets you run bulk WhatsApp campaigns by uploading a CSV or Excel (.xlsx) file that contains exactly two columns—name and contacts. After you upload the file, Heyo automatically fetches the data and sends the campaign messages to each contact.




1. Supported file formats & required columns

• Accepted formats: CSV or Excel (.xlsx)

• The file must contain exactly two columns named name and contacts.




2. Download the sample file

During the campaign setup flow, tap “.csv/.xls Upload” → “Download sample” to grab a template. The sample includes the following headers:

name,phone_number,amount,date

name and phone_number (with country code) are the core fields.

amount and date are optional examples to show correct formatting.




3. Step-by-step: Upload your Excel/CSV

  1. In Heyo, create or open a Campaign and choose “.csv/.xls Upload” under Select Audience.
  2. Tap Browse and pick your formatted CSV or Excel file.
  3. Confirm that the preview shows two columns—name and contacts/phone_number.
  4. Hit Upload. Heyo fetches the data instantly.
  5. Finish the remaining campaign steps (template, schedule, send).
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4. Best practices & common errors

• Keep header names in lower-case exactly as shown.

• Save the sheet as .xlsx (not older .xls) or UTF-8 CSV.

• Include the country code in every phone number.

• Fill in all required cells; blank rows are ignored.




5. When the upload will NOT work

The import fails if:

  1. The file is not CSV or .xlsx.
  2. Column headers differ from name and contacts/phone_number.
  3. Extra or missing columns are present.
  4. Required cells are empty or incorrectly formatted.


6. Support options

Channel

How to access

Availability

In-app chat

Heyo app → Settings → Chat Support

Real-time

Daily demo call

Live session Monday–Friday at 2 PM IST (join in app)

Interactive Q&A