CSV Lead Import
Import multiple leads into Dialbotix using a CSV file and prepare them for AI-powered calling campaigns.
Dialbotix CSV import lets users add multiple lead records from a CSV file so contacts can be used in AI calling campaigns.
Step by step
- 1
Prepare your CSV
Prepare a structured CSV containing the lead information required by your calling workflow.
- 2
Supported lead fields
Lead records can include common contact fields such as name, phone, email, company, source, campaign, and status.
- 3
Upload the CSV
Use the Dialbotix lead import workflow to upload your CSV file.
- 4
Validate imported records
Review imported records and address invalid or incomplete contact information before calling.
- 5
Duplicate handling
Use lead deduplication behavior to reduce duplicate contact records when importing data.
Common questions this page answers
Frequently asked questions
Can I bulk upload leads to Dialbotix?
Yes. Dialbotix supports CSV import for adding multiple lead records.
What information should my CSV contain?
The CSV should contain the lead information required by your workflow, such as a valid phone number and relevant contact fields like name, email, and company.
Does Dialbotix detect duplicate leads?
Dialbotix includes lead deduplication functionality intended to reduce duplicate contact records.
Related documentation
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