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.