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Add hundreds or thousands of contacts to CloudTalk at once by uploading a CSV file. Start here to find the right guide.
User level: Admin
Importing a CSV file is the quickest way to bring an existing contact list into CloudTalk, for example from a spreadsheet, an old phone system, or an event signup list. Once imported, your contacts are ready to call, text, tag, and use in dialer campaigns.

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How it works

1

Prepare your file

Download the CSV template from Contacts > List > Import Contacts in Bulk and fill it in. Every contact needs a name and a phone or email.
2

Upload it

Upload the file in Contacts > List > Import Contacts in Bulk and add a tag, so you can find these contacts later.
3

Check the results

Follow the import in Contacts > Imported files. If some rows fail, you’ll see why, and you can fix and re-upload just those rows.

How to Import Contacts to CloudTalk from a File

The full guide: file requirements, every supported column, and how to fix failed rows.

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Before you import

  • File size: up to 8 MB (about 80,000 contacts).
  • Format: .csv, with column names in lowercase, as in the template.
  • Phone numbers: numbers without a country code get your account’s default country code. Check it’s set correctly before you import.
  • Extra fields: to import custom columns, first create them as custom attributes.

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Other ways to add contacts

CSV import is a one-time upload. To keep contacts in sync automatically, connect your CRM or use the CloudTalk API instead. See How to Import Contacts into CloudTalk for all options.

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After the import

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Troubleshooting

Need help or have a question? Just reach out through our Support portal. We’re here for you.