Search Clients by File

Searching clients by file allows finding clients in the system based on a list of identifiers (phones, email, chat_id) from an uploaded file. This instruction will show how to upload a file with data and find corresponding clients.

When It Will Be Useful

  • You need to find clients by a list of phones or emails from another system.
  • You want to import a client list from a file for further work.
  • You need to check the presence of clients in the system based on an external list.
  • You want to bulk find clients for mailing or other operations.

What's Important to Know

  • Search by file — uploading a file with client identifiers to search in the system.
  • Supported file formats: CSV, XLS, XLSX, TXT.
  • The file must contain a column with identifiers (phone, email, chat_id).
  • The system will find corresponding clients and display search results.

Before You Start

  • You are logged in with integrator rights.
  • You have navigated to the BroadcastUsers module through the menu Apps -> BroadcastUsers.
  • You have a file with a list of client identifiers (phones, email, etc.).

Step-by-Step Instructions

  1. In the BroadcastUsers module, find the "Search by File" or "Import List" button (usually located above the client list or in the actions menu).
  2. Click the button — a dialog opens for uploading a file.
  3. In the dialog:
    • Click the "Select File" button or drag the file into the upload window.
    • Select a file with a list of identifiers (CSV, XLS, XLSX, TXT).
  4. Configure import parameters:
    • Select identifier type — phone, email, chat_id, etc.
    • Specify column number or column name with identifiers (if the file contains headers).
    • Check separator settings (for CSV files).
  5. Click the "Search" or "Upload and Find" button — the system processes the file and finds corresponding clients.
  6. Review search results:
    • Found clients are displayed in the list.
    • You can view statistics (how many clients found, how many not found).

What Happens After

The system found clients based on identifiers from the file, and they are displayed in the list. You can perform actions with found clients (mailing, export, editing).

How to Verify Everything Worked

  • Check that the file uploaded and processed successfully.
  • Verify that found clients are displayed in the list.
  • Check search statistics to ensure most clients are found.

Other Ways

  • You can save search results as a segment for later use.
  • Some systems allow importing new clients if they are not found.
  • Use different file formats depending on the data source.