Bulk Import and Export of Multiple Phone Numbers for Contacts

Overview

PXME’s Additional Phones feature allows you to store, import, and export multiple phone numbers for each contact. This is useful for managing clients who use different lines (personal, work, or secondary phones) without losing important data. You can import up to 10 phone numbers per contact, and the system automatically ensures data integrity by preventing duplicates and ignoring invalid entries.

Importing Contacts with Multiple Phone Numbers

Step 1: Start the Import

1. Go to Contacts in the left-hand menu.

2. Click the Import Contacts icon.

3. Select Contacts and click Next.

Step 2: Upload Your File

• Upload a .csv file (maximum size: 50MB).

• Click Next to proceed.

Step 3: Map Your Fields

• Match your CSV fields to PXME system fields.

• Use the Additional Phones field for secondary or extra phone numbers.

• If a contact has multiple numbers, enter them in one column separated by:

  • Commas (,)

  • Slashes (/)

  • Semicolons (;)

• Confirm your mapping. Skip or select “Don’t import data” for unused fields.

Step 4: Finalize Import Settings

• Name your import for reference.

• (Optional) Create a Smart List from imported contacts.

• Under Advanced Options, choose how to manage records:

  • Add new

  • Update existing

  • Create and update both

• Set primary and secondary identifiers to detect duplicates.

• (Optional) Add tags or enroll new contacts into a workflow.

• Click Submit to begin the import.

Important Import Considerations

• PXME checks uniqueness using both primary and additional phone numbers.

• Duplicate additional numbers are automatically excluded.

• Invalid phone numbers are ignored (valid ones remain).

• If the Primary Phone field is blank, the first additional number becomes the primary.

• Updating contacts will merge new numbers with existing ones.

• Maximum of 10 phone numbers per contact (only the first 10 are saved).

Exporting Contacts with Multiple Phone Numbers

Step 1: Export Contacts

• Go to the Contact Export section.

• If you select Phone in a Smart List export, the Additional Phones column is automatically included.

Step 2: Export Details

• The exported CSV will display all secondary numbers under the Additional Phones column.

• Numbers are separated by commas.

FAQs

Q1: What is the Additional Phones feature?
A: It lets you store and manage up to 10 phone numbers per contact.

Q2: How should I format multiple phone numbers in my CSV?
A: Enter all numbers in a single column, separated by commas, slashes, or semicolons, then map the column to Additional Phones.

Q3: How are duplicates handled during import?
A: PXME automatically removes duplicate additional numbers.

Q4: What happens if the primary phone field is blank?
A: The first number in the Additional Phones field becomes the primary phone.

Q5: How many numbers can I store per contact?
A: Up to 10 numbers.

Q6: What happens to invalid phone numbers?
A: Invalid numbers are ignored during import.

Q7: Can I update existing contacts with new phone numbers?
A: Yes, new numbers will merge with existing ones.

Q8: How are additional numbers displayed in exported files?
A: In the Additional Phones column, separated by commas.

Q9: Can I create a Smart List from imported contacts?
A: Yes, you can generate a Smart List during the final import setup.

Q10: What options do I have for managing contact records?
A: You can add new, update existing, or create and update both.