How to Import Contacts into Your WellReceived Account

Keeping your contact list up to date does more than organize your records. It directly improves how your calls are handled and how your patients experience your practice.

When contacts are already stored in your WellReceived account, our agents can quickly verify callers, reduce repetitive questioning, and take accurate messages with confidence. The result is a smoother, more personalized interaction for your patients and a more efficient use of your call minutes.

WellReceived clients can securely import contacts using a CSV file or by connecting Google Contacts. The process is simple, compliant, and designed to meet strict privacy standards for HIPAA accounts.

This feature is available on both desktop and the WellReceived mobile app.

How to Import Contacts Using a CSV File

Follow these steps to upload contacts from a CSV file:

• Log in to your WellReceived app.
• Navigate to the Contacts section in the left-hand panel.
• Click Options and select Import Contacts.
• Upload your CSV file (maximum 3 MB).
• Map your CSV columns to the appropriate fields (for example, First Name, Email, Phone Number).
• Review any flagged errors and make adjustments if needed.
• Confirm the import.

You will see real-time progress indicators during the upload.

Once completed, a success message will appear in the bottom left corner of your screen. If errors are detected, you will have the opportunity to resolve them before finalizing.

How to Import Contacts from Google Contacts

You can also import contacts directly from your Google account in just a few clicks.

What You Can Import

Key details such as:

• Name
• Phone Number
• Email Address
• Additional supported Google contact fields

Security and Compliance

This integration uses end-to-end encryption and follows HIPAA and GDPR standards to ensure your data remains secure and private.

Instructions

• Log in to your WellReceived app.
• Navigate to the Contacts section.
• Click Options > Import Contacts.
• Select Google Contacts and click Continue.
• Authenticate your Google account.
  • Choose your account or log in if you are not already signed in.
  • Grant the required permissions to allow WellReceived to access your contacts.
• Select the contacts you would like to import, or choose to import all contacts.
• Monitor the import process just as you would with a CSV upload.

You will receive a confirmation of success once the import is complete.

Why Importing Contacts Matters for Seamless Call Handling

Uploading your contacts is more than just an administrative task. It directly improves how your calls are handled and your patients’ experience of your practice.

1. Faster Caller Verification

When a contact is already stored in your WellReceived account, our agents can quickly verify the caller’s details. That means less time asking repetitive questions and more time focusing on the purpose of the call.

2. More Personalized Patient Interactions

When agents can confidently identify who is calling, they are able to respond with greater context and clarity. Instead of a generic interaction, callers experience a smoother and more personalized conversation.

That small difference can significantly elevate how your practice is perceived.

3. Greater Accuracy in Message Taking

Pre-verified contact details reduce the risk of spelling errors, incorrect phone numbers, or incomplete information. This ensures messages are delivered accurately and follow-up is seamless.

4. More Efficient Use of Call Minutes

Because agents spend less time verifying basic details, calls are handled more efficiently. For practices managing high call volumes, this can help reduce unnecessary call time and ensure your minutes are being used where they matter most.

5. A More Confident Front-Line Experience

When contact information is already available in the system, our team can answer calls with greater confidence. That confidence translates into smoother conversations and a consistently professional experience for your patients.

Frequently Asked Questions

Can I import contacts on mobile?

Yes. The contact import feature is available on both the desktop and the WellReceived mobile applications.

What happens if my file contains errors?

The system will flag any missing required fields or formatting issues before the import is finalized. You can correct the data or exclude specific fields before confirming.

What file type is supported?

Only CSV files are supported at this time.

Is my data secure?

Yes. All imports are processed using secure encryption protocols. HIPAA account holders can upload contacts in a compliant environment designed to meet strict privacy and security standards.

If you need additional support, our team is always here to help. You can reach out to us at care@wellreceived.com or call us at 877-381-4105 and we will be happy to walk you through the process.