CallingPost makes it easy to bulk-upload contacts using .csv, .xlsx, or .xls files. Follow this guide to prepare your data and complete your import.
1. Prepare Your Spreadsheet
Format Headers: Ensure the first row contains clear headers (e.g., First Name, Last Name, Phone, Email).
Required Data: Each contact must have at least a Phone Number or an Email Address.
Clean Your Data: * Remove duplicate entries and hidden formatting/code.
Standardize phone number formats for consistency.
File Naming: * Limit the file name to 50 characters or less.
Avoid special characters (commas, symbols, or dashes) and spaces in the file name.
2. Upload to CallingPost
Navigate: Go to Groups & Contacts and select your target group.
Start Upload: Click Add Contacts and choose Upload a File.
Select File: Choose your prepared spreadsheet and click Next.
Map Fields: Match your spreadsheet headers to the corresponding CallingPost fields (e.g., map your "Phone" column to the "Phone Number" field).
Finish: Click Import Contacts.
3. Confirm Your Import
Monitor: Look for a green banner at the top of the screen indicating the process has started.
Completion: A second green banner will confirm when the import is finished. Large files may show a progress bar during the process.
Next Steps
Need more prep? See our guide: "Prep Your Excel Contacts for a Smooth Import."
Ready to reach out? View our article: "Sending Your First Message."
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