Create Campaign with CSV
Calling illustration
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.