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Uploading a List
Uploading a List
Illya avatar
Written by Illya
Updated over a week ago

Uploading a list to your account is as easy as selecting the file and mapping the headers correctly to match the columns in your file.

Please follow the steps below to upload a list:

  1. Go to the Contacts page

  2. Click on the Upload Contacts button

  3. Drag and drop your file or click Browse to select it on your PC and upload it.

    Note: Currently, the system supports only CSV (Comma Delimited) file format

  4. Once the file is uploaded, click Next

  5. Click on the Head fields above each of the columns and select the header from the dropdown list to match the data in the column.

    Note: It's required to map at least First Name, Last Name, and Phone headers to proceed with the verification. It's important to assign the headers carefully since the templates you create in the campaigns will import the information from your contact lists; if the headers aren't correctly assigned, the template may include the wrong information and look weird to your leads.

    You can assign up to four Phone headers per list.

    Pro Tip: If you want to message more than four numbers per lead, you can split your list into parts and upload them separately so that you can map 4 Phone columns per lead in each list.

    Pro Tip: You can create and use custom headers. Check this video for details.

  6. Once you assigned the headers, click on the Apply button to save the headers and proceed with the verification:

  7. Select the categories you'd like the system to remove during the verification. All the categories are selected by default, but you can unselect any except for the Opted-Out.

    Note: Opted Out category cannot be unselected, it's required as per the opt-out language policies.

    Pro Tip: If you are reuploading the same leads you already have in the system, make sure to unselect the 'Remove Existing Contacts' category, otherwise, the system will remove all existing contacts from the group you're uploading.

  8. Once selected, click Apply, and the system will start processing the list right away:

  9. Once the system has processed the list, you'll get the Lookup Results on screen with the data on valid and invalid numbers detected. Click Next to complete the verification.

You'll get redirected to Groups, and the list will be ready for you to use.

You can check this video for a quick guide.

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