There are two ways to upload leads to your list:
1. Through API
This method should already be set up before your first day of dialing. If you need assistance with API integration, please let us know and we will coordinate this with you.
2. Through a CSV Upload
To upload leads via CSV, follow these steps:
Prerequisites:
You must have Supervisor privileges to perform this action.
Ensure your CSV file follows the Add to List CSV Format Guide (details below).
Steps to Upload a CSV File:
Navigate to Settings > Lists.
Locate your target list and click the three-dot button next to it.
Select Manage Leads from the dropdown menu.
Choose Add to List.
You have the option to automatically remove invalid numbers. The system will check for invalid entries and exclude them from the upload.
Upload your CSV file, ensuring it follows the required format. Then click Upload.
Please note, as we are continuously developing our products, the required format may change over time. Please be sure to double check the format to ensure information is accurately formatted.
CSV Format Requirements:
Include all required headers, ensuring they are case-sensitive.
If the First Name or Last Name fields are empty, enter "X" or "N/A".
Strictly follow number formatting:
No spaces, hyphens, or parentheses.
Numbers must begin with the
+symbol, followed by the country code.
By following these steps, you will successfully upload your leads and be ready to dial.