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Importing Contacts from an Excel Spreadsheet

Importing Contacts from a File

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Written by Support Team
Updated this week

Yes. The file format must be either .xlsx or .csv.

To import your contacts:

  1. Go to the Groups & Contacts Tab: Navigate to the 'Groups & Contacts' tab in your CallingPost dashboard.

  2. Select Your Group: Click on the name of the group where you want to import contacts.

  3. Start the Import Process: Click 'Add New Contact' and then select 'Upload File with Contact Names.'

  4. Select Your File: Click 'Click Here To Select Your File' and choose the file containing your contacts from your computer.

  5. Click Next: Click the 'Next' button.

  6. 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').

  7. 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.

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