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How do I import contacts into CloudTalk?
How do I import contacts into CloudTalk?

With more than 500 integrations, you can import your contacts directly into CloudTalk.

Erica Hoelper avatar
Written by Erica Hoelper
Updated over a week ago

Here's an overview of the main ways you can import your contacts into CloudTalk.

Ways to Import

There are several ways of importing contacts into CloudTalk:

  • Integrations

  • CSV import (see Integrations Tab)

  • Manually (see Contacts Tab)

  • API

    • If the other options don't work for you, you can choose to integrate CloudTalk with external systems that you use regularly via our API. This type of integration can be used to import or export contacts and for regular downloads of call history, orders, tickets, etc.

Contacts Tab

Manually add new clients and all their relevant data in the Contacts tab. Select +Add Contact for new contacts, or click the magnifying glass to edit an existing contact.

You can also assign a preferred agent to whom the customer’s calls will be routed. The real-time customer card feature allows you to create a new contact even if you are still talking with the client.

Integrations Tab

Navigate to the Integrations tab for CSV imports or adding contacts through synchronization with any of our native integrations. In the left menu go to Settings > Integrations.

Upload a CSV file (for example from Excel) to import your contact database into CloudTalk. We recommend using our CSV template to ensure correct formatting.


Contact lists and other data will be synchronized between CloudTalk and your added integrations at pre-defined intervals. With each import, CloudTalk creates new contacts and updates existing ones with any new data.

  • For example, if you changed your existing client’s email address in Helpdesk, synchronization allows the change to be automatically displayed in your CloudTalk contact list.

Check our updated list of integrations and don’t hesitate to contact us if you didn’t find your current business solution on the list.

If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!

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