In Talkdesk Dialer™, you can upload record lists via API (Application Programming Interface) or through a CSV.
When you’re uploading a record list, you need to insert information in the mandatory fields, and you can also insert information in the optional fields. The objective of the optional fields is to give agents and dialing strategies more information about a record. Ignoring the mandatory fields will make a record invalid and unable to be dialed by the dialer.
Tip: To know everything about how to upload a list, please consult our Uploading a List article.
Below is the list of all possible fields you can add to your CSV or API, including whether they are mandatory, and the respective description:
|
Fields |
Mandatory? |
Description |
|
First name |
Yes. |
The record’s first name. The limit of characters in this field is 80. |
|
Last name |
Yes. |
The record’s last name. The limit of characters in this field is 80. |
|
Mobile |
At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3) |
The record’s mobile phone number. The phone number needs to be in E.164 format. |
|
Home |
At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3) |
The record’s home phone number. The phone number needs to be in E.164 format. |
|
Office |
At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3) |
The record’s office phone number. The phone number needs to be in E.164 format. |
|
Extra 1 |
At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3) |
The record’s extra 1 phone number. The phone number needs to be in E.164 format. |
|
Extra 2 |
At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3) |
The record’s extra 2 phone number. The phone number needs to be in E.164 format. |
|
Extra 3 |
At least one phone number type is required per record (Mobile, Home, Office, Extra 1, Extra 2 or Extra 3) |
The record’s extra 3 phone number. The phone number needs to be in E.164 format. |
|
External ID |
Just if duplicated records are removed based on External ID and Provider. |
Any external ID defined by the customer (example: contract number). |
|
External Provider |
Just if duplicated records are removed based on External ID and Provider. |
The External Provider used by the customer (example: Salesforce). |
|
Timezone |
No, but it’s recommended. |
The record’s timezone. You can check all available time zones by clicking here. |
|
Priority |
No. |
The record's priority for dialing. Record priority allows you to give a higher or lower priority to a record within a list, to determine when it’s going to be called by the dialer. The priority goes from 10 (highest priority) to 1 (lowest priority). Note: By default, if the priority is not defined, records inserted via CVS have priority 5, and records via API have priority 11. |
|
Extra fields |
No. |
These extra fields can be any field that the campaign manager wants to show agents when they’re talking to a record. The extra fields will be displayed in Conversations, and allow agents to have a better context about whom they are talking to. It’s possible to add multiple extra fields until the limit of 20. |
Notes:
-
In the CSV, if you add more than one column with the same header, only the last one will be considered.
-
You can upload until 250,000 records per record list (with the Extra Data fields).
-
The maximum number of phone types per record is six.
After uploading a list to the Talkdesk Dialer, you will see it on the following screen:
If you click the “Open in New Window” icon, on the right side of the screen, you will see the extra fields:
If you have doubts about CVS configuration, please click here.