There are two ways to upload leads to your list:
Through API
Through a CSV Upload
Through API
This method should already be set up before your first day of dialing. If you need assistance with API integration you can visit our Developer Documentation under your account settings in the customer portal. Otherwise, please let us know and we will assist you,
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 CSV Template format for import.
Step 1. Navigate to Settings > Lists.
Step 2. Locate your target list and click the row-level ellipsis (⋯)
Step 3. Select Import Leads from the dropdown menu.
Step 4. On the pop-up Window, choose an action for your phone number validation.
Skip: Only leads with an invalid phone number format are not going to be uploaded.
Reject(Recommended): No upload will happen until all phone number format are valid for import.
Optional Step: Download Template/Download Example feature
Download Template shows a template of all necessary headers that should be included for import.
Download Example shows the template along with a sample of the expected format per column.
Step 5. Once done, press the Select CSV File button on the same window
Step 6. Choose the file from your local folder or cloud folder(if available) and click Open
Please Note:
Filesize should only be up to 10MB
Step 7. Click Import. When successful, a confirmation message will show on the bottom right part of your screen.