Import Contacts

This guide walks through the import process step by step from a user point of view.

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✨ What you can do

• Upload contacts from a CSV file.
• Match CSV columns to contact fields.
• Create new contact fields for extra CSV columns.
• Review how many contacts will be imported or skipped.
• Confirm consent before importing contacts.
• Apply existing or new tags to imported contacts.
• Choose how duplicate phone numbers should be handled.
• Add contacts directly to Contacts.
• Optionally create a new powerlist for AI dialing or manual dialing.
• Track import progress while the file is being processed.

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🪜 Import steps

The import process is organized into six main steps: Each step helps you prepare the contact list before the final import.

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1️⃣ Step 1 — Upload CSV

Start by dragging a CSV file into the upload area or clicking the upload box to choose a file from your computer. 📄 File requirements

• The file must include a header row — for example Phone, First Name, Last Name, Email, City, or other column names.
• The importer uses these headers to understand what each column means.
• If the file has no header row or no contact rows, the system shows an error and asks you to upload a valid file.

🧭 Top navigation While importing, you can jump to Dashboard, Contacts, or Powerlists from the top-right buttons without losing your place in the wizard. What the system cleans automatically During import, the system helps clean your file by:

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2️⃣ Step 2 — Map fields

After the file is uploaded, the system shows the columns found in your CSV. Match each column to a contact field, ignore it, or save it as a new field. 📋 File summary At the top of the mapping step, you see the uploaded file name and a quick count — for example 17 columns • 4 rows detected. 🗂️ Standard contact fields You can match CSV columns to fields such as: The system tries to auto-detect common fields, especially phone number, name, and email. Change the mapping if the system selected the wrong field. 🔽 Mapping options per column For each CSV column, use the dropdown to:

• Map it to an existing contact field.
• Choose — ignore — to skip that column.
• Select + New field to create a custom contact field and keep that data.

Phone field requirement At least one CSV column must be mapped to Phone. Contacts cannot be imported for calling without a phone number. If no phone column is mapped, a warning appears:

Map at least one column to Phone. We can’t dial without one.

The Review button stays disabled until a phone column is mapped. The system also checks how many rows have valid phone numbers. If the selected phone column looks mostly empty or invalid, the importer warns you and may suggest a better column. Creating new contact fields If your CSV has extra columns that do not match existing contact fields, save them as new contact fields during the mapping step. Examples of useful custom fields:

• Lead Source
• Insurance Type
• Appointment Date
• Customer Stage

Click + New field next to any column to create and map a custom field in one step. Optional per-row consent Columns If your CSV includes a consent or opt-in column, select it in the Per-row consent column (optional) dropdown at the bottom of the mapping step. If your file does not have a consent column, leave this set to — none, all rows assumed consenting — and continue with the main consent confirmation in Step 4.

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3️⃣ Step 3 — Review cleanup

The review step shows a preview of what will happen before the import begins. You will see:

• How many contacts will be imported.
• How many rows will be cleaned out or skipped.
• The total number of rows in the file.
• A cleanup breakdown for missing phone numbers, invalid phone numbers, and non-consenting rows.
• A small sample of clean rows that are ready to import.
• Any new fields that will be created.

Use this step to make sure the import looks correct before continuing. Select Back to adjust mapping, or continue when the preview looks right.

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4️⃣ Step 4 — Consent confirmation

Before importing, you must confirm that the contacts have given permission to receive communications from your business. This confirmation is required because calls, SMS, and marketing communication may be subject to TCPA and carrier compliance rules. You cannot continue until the consent checkbox is selected.

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5️⃣ Step 5 — Tags and duplicates

The tags and duplicates step lets you organize contacts and decide how the system should handle existing phone numbers. Applying tags You can apply existing tags to all imported contacts. You can also create new tags during the import. Tags help you:

• Find contacts later.
• Organize lists.
• Trigger automations or workflows.

Duplicate handling Duplicates are matched by phone number. Choose one of three options: For most imports, Skip duplicates or Update existing is recommended.

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6️⃣ Step 6 — Powerlist

After contacts are prepared, choose where they should go. Creating a powerlist If you choose to create a powerlist:

1. Enter a powerlist name. The system may pre-fill the name based on your file name, but you can edit it.
2. Choose how the powerlist should be used:

If you select AI Dial, you must choose an active AI voice agent.

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✅ Import complete

When the import finishes, the success screen shows a summary. The summary may include:

• Number of contacts imported.
• Number of existing contacts updated.
• Number of rows cleaned out.
• Destination — for example Contacts, Manual powerlist, or AI Dial powerlist.

From there, you can view the powerlist, build automation, or import another file.

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🚫 Rows that may be skipped

Some rows may not be imported. Common reasons include: The review and progress screens help you understand why rows were cleaned out.