How do you import contacts?

This guide provides step-by-step instructions for importing contacts into your account using a CSV file. This ensures seamless integration of customer data for efficient management and communication.

Steps to Import Contacts

This guide provides step-by-step instructions for importing contacts into your account using a CSV file. This ensures seamless integration of customer data for efficient management and communication.

Before Importing

• Ensure your CSV file is properly filled with Name and Phone Number fields.
• Phone Number format must have a country code and + sign without spaces or dashes. (e.g. +14158516395)
• Maximum allowed file size: 16MB.

Step 1: Upload the CSV File

1. Navigate to the Contacts section and Click Import/Export
2. Click Choose a CSV File and upload your data.
3. Select your List (or) Create a new list
4. Select your Tag (or) Create a new tag

Step 2: Map Fields

1. Match the columns in your CSV file with the corresponding Voicemetrics fields (e.g., Name, Phone Number).
2. Review and confirm the mapping to ensure accuracy.

Step 3: Complete the Import

1. Click Import to finalize the process.
2. A confirmation message will appear once the import is complete.