To upload a CSV list of Contacts into Talkdesk, follow these steps:
Note: This CSV template must be used exactly as provided. Do not remove, rename, or reorder any columns. If no data is available for a specific field, leave the cell blank. The file format, structure, and column order must remain unchanged. All requirements must be followed for the action to work as expected.
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Prepare the CSV file to import, which must follow the columns (values) shown in our template. It must also explicitly use the UTF-8 encoding format when being saved.
- Select the Builder section [1].
- Select the Integrations tab [2].
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If this is your first time importing contacts:
- Select Browse Integrations [3]
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Search for "Contact Importer", and click the Add button [4].
- Click the Choose a text/CSV file to upload button or drag and drop a file [5] and locate the CSV file you prepared in step 1.
- Specify the tag that will be used for all the contacts imported from the CSV file [6].
- Check the boxes next to "Synchronize Contacts" and "Contact Types" [7].
- Click the Save button, and the import process will start.
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If you have installed Contact Importer before and are importing a new file:
- Select My Integrations [3]
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Search for "Contact Importer", and click the Edit button [4].
- Go to the Settings tab [5] and click on the Edit button [6].
- This will take you to the Integration configuration page. You can follow the steps 5-9 in section 1.
- After saving the integration, click on the Sync contacts button [7].
Notes:
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- Contacts are de-duped based on phone number and email address.
- Uploads will take some time to process and appear in your account (it takes approximately one hour to process 10,000 contacts).