Import and manage your contacts (leads)

Prepare the file

• CSV or Excel format, with a phone_number column (required).
• One column per agent variable (for example customer_name, company) to personalise the call.
• Numbers in international format without spaces (+447700900123), or national format with one file per country.
• Download the sample file offered at import to start with the right format.

Import

1. 1Open "Leads" (or the campaign’s contacts tab), then "Import Leads".
2. 2Choose the campaign, the number format and, if needed, how many secondary numbers there are.
3. 3Match each column to the right field (detected automatically), then start the import.
4. 4Invalid or duplicate rows are skipped and listed in a downloadable report.

Manage contacts

• Statuses: "Created" (to be called), "Processing", "Rescheduled" (retry scheduled), "Completed", "Max Retries".
• Setting a contact back to "Created" means it will be called again; setting it to "Completed" stops the calls.
• Secondary numbers: called in order if the main number doesn’t answer (call campaigns only).
• Filters, bulk delete and CSV export are available in the list.