ADD KNOWLEDGE
CONTACTS → MOBLE

Sync your customer or contact records from Google Sheets, Airtable, or CSV directly into MOBLE — automatically or in bulk.

WHAT THIS DOES

This feature allows you to import or update Contacts in MOBLE from another system. Ideal for teams that manage customer lists or memberships in a spreadsheet or CRM, it keeps your MOBLE CRM and chatbot data accurate without manual entry.


COMMON USE CASES
  • Sync customer or subscriber data from Google Sheets or Airtable to MOBLE automatically.
  • Use CSV upload for onboarding new members, subscribers, or client imports in bulk.
  • Keep chatbot and lead automation lists in MOBLE aligned with your latest CRM data.


HOW IT WORKS
  • Each row in your Sheet or Airtable represents a contact record.
  • The n8n Workflow Template checks for new or updated rows and sends that data to MOBLE.
  • MOBLE either updates the contact (matched by email) or creates a new record if none exists.
  • You’ll find the API, n8n Template, and CSV upload buttons next to “Contacts” in the Add Knowledge area of MOBLE.


SETUP (OFFICE MANAGER)

1. Download the n8n Template

  • Go to MOBLE → Add Knowledge → Contacts and download the n8n Template.
  • Import it into your n8n workspace (free or cloud).


2. Connect Your Sheet or Airtable

  • Replace the sample Google Sheets node with your own Sheet or connect to Airtable.
  • Ensure your columns match MOBLE’s contact fields such as first_name, last_name, email, and mobile.
  • Optional: Set a trigger in n8n to update MOBLE automatically when new contacts are added or existing ones change.


3. Add MOBLE API Credentials

  • In n8n → Credentials → add HTTP Header Auth.
  • Name: Authorization
  • Value: Bearer ak_XXXXXXXX (find your key in MOBLE → Settings → API).


4. Run and Verify

  • Run the workflow once to send your first contact.
  • Check MOBLE → Contacts to verify your new record has synced correctly.
  • Enable the workflow for ongoing sync between your Sheet or Airtable and MOBLE.


5. Optional: CSV Upload

  • Use the CSV Upload option in Add Knowledge → Contacts for large one-time imports or updates.
  • Perfect for onboarding lists, events, or new subscriber uploads.
  • Note: CSV uploads are manual imports only — they don’t sync automatically.


COMMON FIELD MAPS
  • first_name — Contact’s given name.
  • last_name — Contact’s surname.
  • email — Primary email (used to identify duplicates).
  • mobile — Mobile number for SMS or WhatsApp messaging.
  • company — Optional company name or organisation.
  • status — e.g. active, lead, subscriber, archived.
  • ai_tags — Used by MOBLE’s AI to categorise contacts for engagement or segmentation.


TIPS FOR NON-DEVELOPERS
  • The n8n Template comes pre-configured — just connect your Sheet or Airtable and add your MOBLE key.
  • If you view the API docs, you’ll see the /api/site/contacts endpoint; that’s what the workflow uses automatically.
  • Developers can extend the same workflow to connect with CRMs like HubSpot or Zoho by replacing the source node.


TROUBLESHOOTING
  • No contact created: Ensure the email field is populated and unique.
  • 401 error: API key invalid — re-add in n8n Credentials.
  • Duplicate contacts: If emails match, MOBLE updates the record instead of creating a new one.
  • CSV didn’t sync: CSV uploads are manual imports, not live syncs.

SECURITY: Keep your API key secure in n8n, rotate quarterly, and share workspace access only with trusted users.


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