Before you start
- You need a campaign to import into.
- Prepare a CSV file with a header row and a column containing phone numbers. See Lead fields and CSV import format for exact requirements.
Steps
1
Open the campaign
In the left navigation, select Campaigns, then select the campaign.
2
Create a lead list
Select Add list. Enter a New list name. For Caller ID, choose This list
has its own number and enter it, or choose Use the campaign’s caller ID to defer
to the campaign’s caller ID policy instead —
see that page before choosing this if the campaign has no policy set, calls won’t dial.
Save it.
3
Go to Import leads
Open the campaign’s Import leads screen.
4
Select the lead list
In Lead list, select the list you created.
5
Choose the file
Select your CSV file.
6
Map the phone column
Enter the exact header name of your phone column in Phone column header — for
example
phone. If your file has a time zone column, enter its header in Timezone
column header; leads without one use the campaign’s default time zone.7
Import
Select Import.
Verify
A result summary shows the number of leads imported and rejected. Rejected rows
are reported individually — the rest of the file still imports. The imported leads appear
in the campaign’s lead list with state Fresh.
Common problems
- The phone column header doesn’t match. It must match the CSV’s header text exactly, including case.
- Most or all rows are rejected. Each row needs at least one parseable phone number — check the column actually contains phone numbers in the row, not only the header.
- Every row imports as one lead. In-file duplicates are deduplicated on import regardless of your list’s dedup scope — the first occurrence wins.