Uploading Contacts
Import contacts in bulk using CSV or Excel files. The system automatically detects columns and normalizes phone numbers.
Upload now: Open the Contacts page and click "Upload Contacts" to get started.
Supported Formats
| Format | Extension | Max Size |
|---|---|---|
| CSV | .csv |
10 MB |
| Excel | .xlsx, .xls |
10 MB |
Maximum 10,000 contacts per upload.
Step-by-Step Guide
1. Navigate to Contacts
Go to Automation → Contacts in the sidebar.
2. Click Upload Contacts
Click the "Upload Contacts" button in the top right.
3. Select or Create Contact List
Choose an existing contact list or create a new one:
- Existing List: Select from dropdown
- New List: Click "Create New Contact List" and enter a name
4. Download Template (Optional)
Click "Download Template" to get a pre-formatted CSV with the correct columns.
5. Upload Your File
Drag and drop your file or click to browse. The system will:
- Parse the file
- Detect column mappings
- Validate phone numbers
- Show preview of detected columns
6. Review and Confirm
Check the upload summary:
- Total rows processed
- Valid contacts imported
- Duplicates skipped
- Invalid rows (with errors)
CSV Format
Required Column
The only required column is phone number. Accepted column names:
phone_number, phone, mobile, mobile_number, contact, telephone, tel, cell
Optional Columns
| Column | Accepted Names | Purpose |
|---|---|---|
| Name | name, full_name, customer_name, first_name |
Display in call history |
email, email_address, e-mail, mail |
Contact info | |
| Custom Fields | Any other column | Campaign variables |
Example CSV
phone_number,name,email,order_id,product_name
+919876543210,Rahul Kumar,[email protected],ORD-001,Premium Widget
9876543211,Priya Singh,[email protected],ORD-002,Basic Widget
09876543212,Amit Patel,,ORD-003,Pro Widget
Phone Number Validation
Auto-Formatting
The system automatically formats phone numbers:
| Input | Output |
|---|---|
9876543210 |
+919876543210 |
09876543210 |
+919876543210 |
919876543210 |
+919876543210 |
+919876543210 |
+919876543210 |
Indian Number Detection
10-digit numbers starting with 6-9 are assumed to be Indian numbers and prefixed with +91.
Invalid Numbers
These will be skipped with errors:
- Less than 10 digits
- Non-numeric characters (except
+) - Empty values
Handling Duplicates
Within Same Upload
If the same phone number appears multiple times in your file, all instances are imported (no deduplication within file).
Across Uploads
When uploading to an existing contact list:
- New phone numbers are added
- Existing phone numbers are skipped
- Duplicate count shown in summary
Custom Fields
Any column that doesn't match phone/name/email is stored as a custom field:
phone_number,name,order_id,delivery_date,priority
+919876543210,Rahul,ORD-001,2024-01-15,high
Custom fields available:
order_id: "ORD-001"delivery_date: "2024-01-15"priority: "high"
These can be used as variables in campaigns: {{order_id}}, {{delivery_date}}, etc.
Best Practices
- Use UTF-8 Encoding: Save CSV with UTF-8 for Indian names and special characters
- Clean Data First: Remove empty rows and fix formatting issues
- Include Names: Names make call history much more useful
- Test Small Batch: Upload 10-20 contacts first to verify format
- Consistent Format: Use same column names across all uploads
Troubleshooting
"No phone column detected"
Rename your phone column to one of: phone_number, phone, mobile, contact
"Invalid phone number" errors
Check that numbers:
- Have at least 10 digits
- Don't contain letters or special characters
- Include country code for non-Indian numbers
Upload stuck or slow
- Check file size (max 10 MB)
- Reduce number of rows (max 10,000)
- Try CSV format instead of Excel
Next Steps
- Managing Contacts - Search and manage uploaded contacts
- CSV Upload for Campaigns - Using contacts with campaigns