In this article, we will guide you through uploading a file of contacts to CloudTalk.
User Level:
Admin
Data Preparation
A maximum of 8GB is supported. Larger files will not upload.
When importing contacts from a file, we currently require a .csv format. There are various types of software that will allow you to save your data as a CSV. For the most common case of using Excel, you can go to File > Save as. Under the File Name field, select CSV format.
It's very important to set up your CSV file according to our CSV file template. In order to access this template, you need be logged into CloudTalk.
It is highly recommended for you to download and follow the template above. Most importantly, make sure:
Column names are written in all lowercase (custom attributes may be different)
Values for
nameandphoneare filled in for every contact
Not following these requirements can lead to an unsuccessful import.
Example Columns in Your Spreadsheet
Note: name and phone (number) are required columns which must have values for every entered contact.
name — the first and last name of the person
phone — the phone number(s) in E. 164 format
additional numbers separated by a colon
:ex.
+421905192483 : +421915111111
email — main email address
email2 — additional email address
title — e.g. CEO, Sales Director
company — name of the company
address
custom attribute(s) — these are any other additional fields you would like to create (see below)
Custom Attributes
In order to make sure the additional contact fields from your CSV file display properly on contacts, you will need to add these as custom attributes in your dashboard settings.
From the dashboard, navigate to Account > Settings.
In the General Settings tab, scroll to the Contacts section.
Here is where you can add your custom field names by selecting
+Add Custom Attribute. Make sure the names you enter here match the names on your CSV, in both spelling and case.
Importing Contacts From a File
When the CSV file is completed and saved in the correct format, it's ready to be imported.
Go to Contacts > Bulk contact import.
Upload the CSV file.
Tag your contacts — create a tag as a form of identification for the contacts you are importing.
Do not use spaces between words. Good examples of tags are:
coldleads,warmleads,csv_import.These tags are important for power dialer campaigns and can be used for contact filtering.
Select
Confirmto start the import.
And that's it! Your contacts should be imported after a few minutes. You can verify this by checking Contacts in the left menu.
Have more questions? Contact our Support team. We're always here to help!