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How to Import Contacts

Upload an XLS or CSV list into a Power Dialer project and map its columns to project fields.

Follow these steps to import contacts into your project:

1. Access the Import Contacts Feature

  1. Open the Projects section.

  2. Select the project where you want to import contacts.

  3. Click the Import Contacts button (blue button).
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2. Upload the File

  • Upload a file in XLS or CSV format.

3. Choose columns for Mapping

  1. Choose the columns you need to map.

    • These columns contain the information that will be used for your leads.

  2. Disable unnecessary columns by clicking on them.
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  3. Click 'Map Selected Columns' when you finish

4. Map the columns

  1. From the selected columns, map them to the system fields, such as:

    • Phone Number (critical for calls).

    • Full Name .

    • First Name (essential for how the AI addresses prospects).

  2. Additional fields you can map include:

    • Email

    • Company

  • If the required column is not available in the system, edit its name if needed and click the Add Field button (e.g. add a Country field if necessary).

5. Start the Import

Check Box - “Replace all existing contacts in project”

  • if check it then all contacts will be replaced

  • if do not check it then all new contacts will be added to the old list.

  • If Old name has a new phone number, then one more contact with the same name will be added but with a new phone number.

  1. Click the Start Import button.

  2. Wait for the system to process the file.
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Once the process is complete, your contacts will be successfully imported into the project.

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