Create Campaign with CSV
How to prepare your CSV
Required headers
- name — must be exactly name (not fullname)
- phone_number — must be exactly phone_number (not phone)
Header formatting rules
- Use lowercase
- No spaces in header names
- Use underscore if needed (e.g., address_line_1)
Other columns
You can include additional columns. Make sure headers are lowercase and contain no spaces; underscores are okay.
Example header row
name,phone_number,company,location
After saving
Go to the Campaigns page and click Load Data on your campaign to import contacts.