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How to Import Contacts
How to Import Contacts

Quickly import contacts from a CSV file.

Updated over a week ago


Importing contacts into Call Loop is a breeze. Just follow these steps to import your contacts and add them to a list.

Step 1: Upload Your CSV File

To upload your contact list, head over to Contacts and click the Import button. Once you click that a popup will appear asking your to import a .csv file.

✅ .csv (⚠️Warning: Do not use commas inside your field values)

🚫 .xls or .xlsx

Step 2: Map Your Data

Once you upload your file, you'll be asked to map your csv file fields to the Call Loop fields. Make sure that you map your fields over correctly.

Default Fields

Field Name

Required

Phone

required

First Name

optional

Last Name

optional

Email

optional

Status

optional

Custom Field Types

You can import the following field types and these will be created upon import.

Type

Input

Output in SMS

Text

hello

hello

Number

56

56

Date

12/23/2022

Friday, Dec 23, 2022

Date & Time

202-05-16T:07:00:00

Friday, Dec 23, 2022 at 7:00am

URL

Status

You can set the contacts opt-in status upon import too. In your CSV, be sure to have the status column that has one of these values.

Status

Description

Active

Sets the opt-in status to Active

Removed

Sets the opt-in status to Unsubscribed

Unsubscribed

Sets the opt-in status to Unsubscribed

Step 3: Add Contacts to a List

The last step is to add your contacts to a list. You can create or select an existing list on this screen. Then click the checkbox to start your import.

That's it! Your contacts should appear in your account in just a few minutes.


Frequently Asked Questions (FAQs)

How long does it take to import my contacts?

If you are a brand new user to Call Loop, our team will manually approve your import prior to the contacts being added. This typically takes within 1 hour for our team to team and either approve or reject your import.

Depending on the size of your list, it can range from a couple of minutes up to 10 minutes for the import to fully reach your account.

I need to import a large list. Am I able to do that?

If you need to import a large list of over 10,000 records, please contact our support team to coordinate a list import for you.

Can I import an opt-out list?

Yes. When importing an opt-out list of contacts, be sure to have a column in your CSV file with the status.

Phone

Status

555-555-5555

Active

555-777-7777

Removed

555-888-8888

Unsubscribed

The status "Removed" or "Unsubscribed" will automatically set the contact as unsubscribed.

Active

Removed

Unsubscribed

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