CSV Format

Proper format for campaign calling lists

CSV Structure

Your CSV file must have specific columns for the campaign to work correctly.

Required Columns

Every CSV must include these two columns:

Column	Description	Example
callee_name	Customer’s name	John Doe
mobile_number	Phone number with country code	[phone]

Example CSV

callee_name,mobile_number
John Doe,[phone]
Jane Smith,[phone]
Bob Johnson,[phone]

With Custom Variables

Add any custom variables as additional columns:

callee_name,mobile_number,appointment_date,order_number
John Doe,[phone],2025-01-15,ORD001
Jane Smith,[phone],2025-01-16,ORD002
Bob Johnson,[phone],2025-01-17,ORD003

Formatting Rules

Phone Numbers

Include Country Code

Always include the country code with + prefix:

• ✅ [phone] (India)
• ✅ [phone] (USA)
• ❌ 9876543210 (Missing +91)

No Spaces or Special Characters

• ✅ [phone] - ❌ [phone] - ❌ [phone]

Valid Number Format

Ensure numbers are valid and active:

• Correct length for country
• No landline numbers (mobile only)
• Active numbers (not disconnected)

Names

• Use full names when possible
• Keep formatting consistent
• Avoid special characters that might cause issues
• Example: “John Doe” not “John, Doe” or “Doe; John”

Custom Variable Values

• Keep values simple and clear
• Avoid commas within values (or use quotes)
• Match the format expected by your agent
• Test with sample data first

CSV File Requirements

Encoding

Use UTF-8 encoding for international characters

File Size

Up to 50MB per file (around 100,000 contacts)

Headers

First row must contain column names

Delimiter

Use comma (,) as delimiter

Variable Mapping

The platform automatically maps CSV columns to agent variables:

1. Upload your CSV
2. Review the mapping preview
3. Verify columns match variable names exactly
4. Confirm and proceed

Column names must match your agent’s custom variable names exactly (case-sensitive)

Common Issues

Missing Required Columns

Error: “CSV missing required columns”

Fix: Ensure your CSV has both callee_name and mobile_number columns

Invalid Phone Numbers

Error: “Invalid phone number format” Fix: Add country code with + prefix, remove spaces and special characters

Variable Mismatch

Error: “Variable not found in agent” Fix: Column names must exactly match your agent’s custom variable names

Encoding Issues

Error: Special characters appear as �

Fix: Save your CSV with UTF-8 encoding

Creating Your CSV

Using Excel/Google Sheets

1. Create Spreadsheet

   Open Excel or Google Sheets and create your data

2. Add Headers

   First row: callee_name,mobile_number,custom_var1,...

3. Add Data

   Fill in contact information row by row
4. Export as CSV

   File → Save As → CSV (UTF-8)

Using Text Editor

Create a plain text file with .csv extension:

callee_name,mobile_number,appointment_date
John Doe,[phone],2025-01-15
Jane Smith,[phone],2025-01-16

Sample CSV Templates

Download sample templates:

Contact support at [e-mail] for sample CSV templates

Next Steps

Custom Variables

Learn how to use custom variables

Launch Campaign

Ready to create your campaign