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CSV to WhatsApp Guide: Bulk Messaging Step-by-Step

By Alex Rivera2026-07-186 min read

Exporting lead databases from CRMs and importing them into your outreach system is a core marketing workflow. This guide outlines how to structure a CSV file and upload it to WA Bulk Sender for automated broadcasts.

Step 1: Structuring the Spreadsheet

Create a spreadsheet in Google Sheets or Microsoft Excel. Your first row must contain clear, descriptive header labels. Ensure you have columns representing numbers and placeholders:

  • Phone: Include international prefix codes without spaces or symbols (e.g. +1...).
  • Name: Recipient name variable.
  • Custom tags: Columns like Company, AppointmentTime, or TrackingID.

Step 2: Exporting to CSV UTF-8

Always export your file using the Comma Separated Values (.csv) format. If you use non-English alphabets, verify that the encoding is set to UTF-8 to preserve emojis or accents.

Step 3: Loading into the Extension

Open WhatsApp Web, open the WA Bulk Sender sidebar, click "Import CSV", and select your file. The extension will automatically recognize the headers and map them to your campaign placeholders.