Need to import contacts into CloudTalk? Learn how to upload them via CSV, connect integrations, or use our public API for automation.
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Admin
Managing Contact Imports in CloudTalk
CloudTalk offers multiple ways to import and manage your contacts, whether you're migrating data or integrating with external tools. Choose the method that best fits your workflow:
Manual Creation – Add individual contacts directly from the CloudTalk dashboard or Cloudtalk Phone App.
Integrations – Automatically sync contacts from CRM platforms like HubSpot, Salesforce, Pipedrive, and more.
CSV File Upload – Upload aCSV file to quickly import multiple contacts at once.
Public API – Use CloudTalk's API to import or sync contacts programmatically from your own systems.
Manual entry
You can manually create new contacts and add relevant client details in both the CloudTalk Dashboard and the CloudTalk Phone App.
To manually create contact:
Navigate to the Contacts tab in either the CloudTalk Dashboard or the CloudTalk Phone App.
Click + Add Contact to create a new entry.
Fill in the contact's details, including name, phone number, email, and other default attributes.
(Optional) If custom attributes are created for your account, you can fill them in when creating a contact through the CloudTalk Dashboard.
(Optional) Assign a favorite agent to ensure incoming calls are routed directly to them.
Click Save to apply the changes.
💡 You can create a new contact in real time during a call using the customer card, even while you're still talking to the client.
Integration-Based Import
CloudTalk connects with popular CRMs and helpdesk tools like HubSpot, Salesforce, Pipedrive, and others to keep your contact list up to date automatically.
When you activate an integration, CloudTalk regularly syncs your contact data behind the scenes:
New contacts from the connected platform are added to your CloudTalk contact list.
Existing contacts are updated if their details change.
Contact tags and other fields may be synced, depending on the integration.
This allows you to manage contacts where you already work, in your CRM, while CloudTalk keeps everything ready for calling, tagging, and tracking.
If you'd like to explore this option further, you can view the full list of available integrations on our website. To set up a specific integration, simply search for it in the Integrations section of the Help Center for a step-by-step guide.
CSV Import
This method lets you import a list of contacts into CloudTalk by uploading a CSV file - ideal if you're migrating from another tool, working with exported data, or maintaining contact lists in spreadsheets. It’s a quick way to add multiple contacts in bulk and is especially useful for prepping outbound call lists or tagging customers for campaigns.
To ensure smooth import, use CloudTalk’s CSV template and follow basic formatting rules (e.g. required columns like name and phone number). You’ll also have the option to apply tags during import for better organization and filtering.
To learn more about importing contacts from a file, see the detailed How to import contacts to CloudTalk from a file guide.
API Integration
CloudTalk’s public API offers a flexible, scalable way to connect with your own systems or third-party tools and create or update contacts making it ideal for custom workflows, internal CRMs, or automation at scale.
CloudTalk’s API is fully documented at developers.cloudtalk.io, where you’ll find guides, authentication instructions, and reference docs for working with contacts, calls, agents, and other key resources.
💡To optimize your data exchange, consider using CloudTalk’s bulk API endpoint. It allows you to group up to 10 contact-related operations in a single request, improving performance and reducing the risk of hitting API rate limits.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!