How to add, export and delete contacts

The instructions below are for desktops and laptops only.

The Contacts section in your tawk.to Dashboard helps you keep track of visitors and customers across conversations and properties. You can add single contacts, import lists, export data for reports or backups, and delete duplicates or outdated entries. This guide explains each of these actions step by step.

Where to find your contacts

1. Log in to your tawk.to account.

2. Select the correct property.

3. Click Contacts in the top menu.

4. Your contacts list will appear.

Add a single contact

1. In the left menu, click + Add Contact and select Contact.

2. In the New Contact pop-up, enter the name, email, and phone number. Then, click Create.

3. Your new contact will be added to your Contacts list.

Import multiple contacts (CSV)

You can use the Import option to add many contacts at once.


1. In the left menu, click + Add Contact and choose Import from the dropdown.

2. In the Import People pop-up, you can drag and drop or select your CSV file.

3. Once your CSV file is uploaded, ensure your file’s columns are mapped to the relevant fields in the import screen (for example, First Name, Last Name, Primary Phone, etc). If your CSV file contains a header row, you can choose to exclude it. You can also exclude specific columns by ticking the Do not import this column checkbox. Then, click Next.

4. Review your contacts’ details and click Import.

5. Your new contacts will be added to the list.

Tips:

  • Ensure your CSV file contains one contact per row.

  • Include headers that map to tawk.to fields (for example: First name, Last name, Email, Phone).

  • Keep CSV column names clear and consistent to simplify field mapping.

  • Remove duplicate rows and clean phone/email formats before uploading.

  • If your CSV includes organizations, ensure the organization names match existing organization entries (or create the organizations first) so Contacts can link profiles correctly.

Export contacts

You can export all your Contacts when you need a local backup or want to analyze contact data in another tool.

1. Click Export in the upper-right corner. This will generate a CSV file with all your contacts.

2. You’ll receive the exported file in your email. Download and store it securely.


Important

Treat exported files as sensitive data. Keep them on secure systems and only share with trusted people.

Delete contacts

1. Select the contacts you want to delete by ticking the checkboxes next to them. Then, click Delete in the upper-right corner.

2. Click Delete in the Delete Confirmation pop-up.

3. The contacts will be deleted.

Additional considerations

  • Merge duplicates before deleting
    If two profiles represent the same person, use the Merge contacts feature (if available) to preserve chat history and attributes.

  • Privacy and compliance
    Exporting and deleting contacts may have legal or policy implications (data retention, privacy laws). Follow your organization’s data policy and applicable laws when exporting or removing data.

  • Back up before bulk deletes or large imports
    Keep a recent export in case you need to restore data.

  • Custom attributes and integrations
    Check how custom attributes, tags, or integration mappings are handled during import/export so you don’t lose critical metadata.

Related guides


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