# CSV Upload & Variables > Format CSV files and use dynamic variables in campaigns Source: https://edesy.in/docs/voice-agent/campaigns/csv-upload Use CSV files to upload contacts and include personalization variables for your outbound campaigns. The system automatically extracts variables from your agent's prompt and generates a matching template. > **Upload contacts:** [Open the Campaigns page](https://voice-agent.edesy.in/campaigns) and click "New Campaign" to upload contacts during campaign creation. ## How Variable Extraction Works ``` ┌───────────────────────────────────────────────────────────────┐ │ Variable Flow │ ├───────────────────────────────────────────────────────────────┤ │ │ │ Agent Prompt ──► Extract {{variables}} ──► Generate Template │ │ │ │ │ ▼ │ │ Download Template ◄────────────────────── CSV with Headers │ │ │ │ │ ▼ │ │ Fill in Data ──► Upload CSV ──► Validate & Import │ │ │ │ │ ▼ │ │ Campaign Call ◄───────────── Replace Variables │ │ │ └───────────────────────────────────────────────────────────────┘ ``` When you select an agent during campaign creation, the system: 1. Scans the agent's system prompt and greeting for `{{variable_name}}` patterns 2. Generates a CSV template with those variables as columns 3. Provides a **Download Template** button with pre-filled headers ## CSV Format ### Required Column The only required column is phone number: ```csv phone_number +919876543210 +919876543211 ``` Phone numbers must include country code (e.g., `+91` for India). ### With Agent Variables If your agent prompt contains: ``` Hello {{customer_name}}, I'm calling about your order {{order_id}}. Your appointment is scheduled for {{appointment_date}}. ``` Your CSV should include: ```csv phone_number,customer_name,order_id,appointment_date +919876543210,Rahul Kumar,ORD-001,2024-01-15 +919876543211,Priya Singh,ORD-002,2024-01-16 ``` ## Download Template Feature When creating a campaign: 1. **Select your agent** - System extracts variables from prompt 2. **Click "Download Template"** - Get CSV with correct headers 3. **Fill in your data** - Add phone numbers and variable values 4. **Upload the completed file** - System validates and imports The template includes: - `phone_number` (required) - `name` (recommended for call history) - All variables detected in agent prompt ## Contact List Integration When uploading contacts during campaign creation: | Option | Description | |--------|-------------| | **Select Existing** | Choose a previously uploaded contact list | | **Create New List** | Name and create a new list with uploaded contacts | Creating a new list: - Contacts are saved to the workspace - List can be reused in future campaigns - Contacts appear in call history with names See [Uploading Contacts](https://edesy.in/docs/voice-agent/contacts/uploading-contacts) for detailed format requirements and validation rules. ## Variable Syntax Use double curly braces: `{{variable_name}}` ### Naming Rules | Rule | Valid | Invalid | |------|-------|---------| | Letters, numbers, underscores | `{{customer_name}}` | `{{customer-name}}` | | Case-sensitive | `{{OrderID}}` ≠ `{{orderid}}` | - | | No spaces | `{{order_id}}` | `{{order id}}` | | Must match CSV header exactly | `{{phone}}` → `phone` column | - | ### In Greeting Message ``` Hello {{customer_name}}, this is Vani from ShopEasy. I'm calling about your order {{order_id}}. ``` ### In System Prompt ``` You are calling {{customer_name}} about order {{order_id}}. Context: - Order was placed on: {{order_date}} - Delivery status: {{delivery_status}} - Product: {{product_name}} Objective: Confirm delivery address and schedule delivery time. ``` ## Example CSV Files ### Order Follow-up ```csv phone_number,customer_name,order_id,product_name,order_date +919876543210,Anita Verma,ORD-1001,Laptop Pro,2024-01-10 +919876543211,Sanjay Mehta,ORD-1002,Wireless Mouse,2024-01-11 +919876543212,Priya Sharma,ORD-1003,Mechanical Keyboard,2024-01-12 ``` ### Appointment Reminder ```csv phone_number,patient_name,doctor_name,appointment_time,clinic_name +919876543210,Ravi Kumar,Dr. Sharma,10:00 AM,City Health Clinic +919876543211,Meera Patel,Dr. Gupta,2:30 PM,Central Hospital +919876543212,Amit Singh,Dr. Verma,4:00 PM,Care Plus Center ``` ### Lead Follow-up ```csv phone_number,lead_name,interest,inquiry_date,agent_name +919876543210,Vikram Singh,Home Loan,2024-01-10,Rahul +919876543211,Pooja Reddy,Car Insurance,2024-01-08,Priya +919876543212,Kiran Desai,Term Insurance,2024-01-12,Amit ``` ### Payment Reminder ```csv phone_number,customer_name,invoice_number,amount_due,due_date +919876543210,Rajesh Kumar,INV-2024-001,₹15000,2024-01-20 +919876543211,Sunita Patel,INV-2024-002,₹8500,2024-01-22 +919876543212,Mohammed Ali,INV-2024-003,₹23000,2024-01-25 ``` ## CSV Validation The system validates your file during upload: | Check | Behavior | |-------|----------| | Phone number format | Auto-formats Indian numbers (adds +91) | | Required columns | Ensures `phone_number` present | | Variable matching | Warns if agent variables missing from CSV | | Duplicate numbers | Counts and reports duplicates | | File size | Maximum 10 MB | | Row count | Maximum 10,000 contacts | ### Validation Results After upload, you'll see: - **Total rows** - Rows in your file - **Valid contacts** - Successfully imported - **Duplicates** - Skipped (same number in file) - **Invalid** - Failed validation with reasons ## Phone Number Formatting ### Auto-Formatting (India) | Input | Normalized Output | |-------|-------------------| | `9876543210` | `+919876543210` | | `09876543210` | `+919876543210` | | `919876543210` | `+919876543210` | | `+919876543210` | `+919876543210` | ### International Numbers Include country code for non-Indian numbers: ```csv phone_number,customer_name +14155551234,John Smith +442071234567,James Wilson +61412345678,Sarah Brown ``` ## Best Practices 1. **Download template first** - Ensures correct column names 2. **Use UTF-8 encoding** - Required for Indian names and special characters 3. **Clean data** - Remove empty rows, fix formatting issues 4. **Include names** - Makes call history more useful 5. **Test small batch** - Upload 10-20 contacts first 6. **Match variables exactly** - Case-sensitive matching 7. **Preview before import** - Check sample rows ## Troubleshooting ### "Variable not found in CSV" The agent prompt contains `{{variable_name}}` but your CSV doesn't have that column: - Download the template to see required columns - Add missing column to your CSV - Or remove the variable from agent prompt ### "No phone column detected" Rename your phone column to one of: - `phone_number` (recommended) - `phone` - `mobile` - `mobile_number` - `contact` - `telephone` ### "Invalid phone number" errors Check that numbers: - Have at least 10 digits - Don't contain letters or special characters (except `+`) - Include country code for non-Indian numbers ### Upload stuck or slow - Check file size (max 10 MB) - Reduce rows (max 10,000) - Try CSV format instead of Excel - Check network connection ## Next Steps - [Uploading Contacts](https://edesy.in/docs/voice-agent/contacts/uploading-contacts) - Detailed contact upload guide - [Scheduling & Retry Logic](https://edesy.in/docs/voice-agent/campaigns/scheduling) - Configure when calls are made - [Campaign Analytics](https://edesy.in/docs/voice-agent/campaigns/analytics) - Track campaign performance --- **Ready to create a campaign?** [Open the Campaigns page](https://voice-agent.edesy.in/campaigns) and click "New Campaign" to get started.