CallingPost simplifies the process of importing your contact lists from Microsoft Excel spreadsheets (.xlsx) or Comma Separated Values (.csv) files. This is the most efficient way to add a large number of contacts to your CallingPost groups at once.
Go to the Groups & Contacts Tab: Navigate to the 'Groups & Contacts' tab in your CallingPost dashboard.
Select Your Group: Click on the name of the group where you want to import contacts.
Start the Import Process: Click 'Add New Contact' and then select 'Upload File with Contact Names.'
Select Your File: Click 'Click Here To Select Your File' and choose the file containing your contacts from your computer.
Click Next: Click the 'Next' button.
Map Your Columns: Name the columns in your uploaded file to match the corresponding fields in CallingPost (e.g., 'Last Name,' 'First Name,' 'Phone Number,' 'Email Address').
Import Your Data: Click 'Import' to begin the import process.
Important Notes:
File Name: Ensure that the file name does not contain any special characters or spaces.
File Name Length: Limit the file name length to 50 characters or less.
Headers: For best results, include header names in the first row inside the file.
Duplicate Contacts: Clean up duplicate contacts prior to import.
Required Fields: Phone or Email are required fields. All others are optional.