How can we help?

Uploading a List
Last Updated

If you want to upload a record list with phone numbers, follow these steps:

image_1.png

1. Go to Lists [1].

2. Click on Add record list [2].

image8.png

  1. Choose a name for the record list [3]. The maximum number of characters is 120.
  2. Select a CSV file with the necessary fields. If you have doubts concerning the CSV template, hit Download template [4].

Note: For guidelines about mandatory and extra fields, please consult this article. To read about CVS configuration, click here.

5. Pick one of the available “Duplicates” [5].

The options are:

  • Phone number: As the unique identifier for duplicate checking.
  • External ID and Provider: As the unique identifier for duplicate checking.
  • No duplicates: Checking logic.

Note: For more information on mandatory and extra fields, please consult this article. To read about CVS configuration, click here.

6. Click Upload file [6].

image_3.png

Once the upload is complete, the list appears under "Lists". 

The list can have the following statuses:

  • Validating: The records are being validated by Talkdesk Dialer.
  • Validated: The record list has at least one validated record. 
  • Invalid: All records in the list were invalid. The record can be invalid due to several reasons: invalid timezone, invalid fields, invalid phone number, missing mandatory fields, among others.
  • Corrupted: The file is corrupted. Try again, and, if the problem persists, contact support. 

image_4.png

If you click on your list name, you will see all the mandatory fields, in a new window.

 

image_5.png

7. To assign lists to campaigns, select Campaigns [7] and pick the one you want to edit.

image_6.png

8. Go to the Lists tab of the campaign, and click Add record lists [8].

9. Choose the lists from “Record lists” [9], and click Apply [10].

 

Uploading a “Do not call” List

If you want to upload a “Do not call” (DNC) list, follow these steps:

image_7.png

1. Go to Lists [1].

2. Choose Do not call [2].

3. Click on Add Do Not Call list [3].

image1.png

  1. Choose a name for the do not call list [4]. The maximum number of characters is 120.
  2. Choose a CSV file [5] with the necessary fields. If you have doubts regarding the CSV template, hit Download template [6].

Note: The CSV must include the records’ phone numbers.

6. Click Upload file [7].

 

image_9.png

Once the upload is complete, the list appears under "Lists".

The “Do not call list” may have the following status:

  • Validating: The records are being validated by Talkdesk Dialer.
  • Validated: The record list has, at least, one validated record. 
  • Invalid: All the records in the list were invalid. The record can be invalid due to several reasons: invalid timezone, invalid fields, invalid phone number, missing mandatory fields, among others.
  • Corrupted: The file is corrupted. Please try again, and, if the problem persists, contact support.

 

image_10.png

You can also see the “Do Not Call List” details  (phone number and expiration date per record) inside the  section.

 

image_5_copy.png

6. To assign lists to campaigns, select Campaigns [8] and pick the one you want to edit.

image_11.png

8. Go to the Lists tab of the campaign, and choose Add DNC lists [9].

9. Select the lists that you wish to associate [10], and click Apply [11].

 

Note:

  • You can upload until 100 MB or 500,000 records per record list and Do Not Call List (without the Extra Data fields).
  • The maximum number of API requests, per second and per account, is 25.
  • The maximum number of records per request in bulk create, and update is 100.
  • The maximum number of bulk, create and update records per second, is 2500.
  • The exception in the limits is the bulk delete endpoint, which limits are: one request per second and 200 records per request.
All Articles ""
Please sign in to submit a request.