How can I transfer my contacts from one account to another?

How can I transfer my contacts from one account to another?

Applies to: Web dashboard, workspace owners & admins
Time required: ≈ 3 minutes • Prerequisites:
  • You have Admin rights on both accounts.
  • Contacts are stored in CSV or XLSX (UTF-8).
  • Pop-ups are allowed in your browser for file downloads.

Step 1 — Export contacts from Account A

  1. Sign in to the MyOperator dashboard for Account A.
  2. Navigate to Manage ▸ Contacts.
  3. (Optional) Use Filters to narrow the list—for example, Department = Sales.
  4. Click Select All or tick specific rows.
  5. Open the Actions ▸ Export menu and choose CSV.
  6. Press Download. A file named contacts-YYYY-MM-DD.csv is saved to your computer.
    *Screenshot: Export button highlighted on Contacts page (alt-text: “Export contacts to CSV”) *

Step 2 — Import into Account B

  1. Click your profile avatar, choose Switch Account, and open Account B.
  2. Go to Manage ▸ Contacts ▸ Upload.
  3. Drag-and-drop the file you just downloaded or click Browse to select it.
  4. Confirm the import mapping:

CSV Column

Field in Account B

name

Name

number

Phone

email

Email

  1. Sign in to the MyOperator dashboard for Account A.
  2. Select Replace duplicates or Skip duplicates.
  3. Click Start Upload. A progress bar shows the status; when it reaches 100 %, you’ll see ✔ Contacts imported successfully.

Expected result

  • All selected contacts now appear in Account B ▸ Contacts.
  • Each record retains tags, departments, and custom fields.

Troubleshooting

Symptom

Likely Cause

Fix

“File format not supported”

Saved as .xls

Re-save as .xlsx or .csv.

Numbers import without country code

CSV lacked +91 prefix

Add prefix and re-upload, or enable Auto-detect country toggle.

Partial import

>10,000 contacts in one file

Split file into ≤10k rows each.

Alternative paths

  • Mobile app: Currently not supported for bulk export/import. Use web.
  • API: Developers can POST to /v2/contacts/import with a multipart file. See [Contact API Guide].

What’s next?

  • Set up Contact Labels for quick segmentation → [Create & manage labels]
  • Assign contacts to a Call Flow → [Route calls by contact tags]

If issues persist, open a ticket at help@myoperator.com or start a Live Chat (bottom-right of your dashboard).