Uploading Contacts to a Campaign
Every dialer campaign needs a contact list. You can upload contacts via CSV file, import from a connected CRM, or add them manually. This guide covers formatting, field mapping, and deduplication.
Available on: All dialer types, all Sales Dialer plans.
Upload Methods
| Method | Best for |
|---|---|
| CSV upload | Contacts from spreadsheets, purchased lists, or event registrations |
| CRM import | Contacts already in your CRM (HubSpot, Salesforce, Pipedrive, etc.) |
| Manual entry | Adding a few contacts quickly |
CSV Upload
File Requirements
- Format:
.csv(comma-separated values) - Encoding: UTF-8
- Maximum file size: Check your plan limits (typically up to 50,000 rows per upload)
- Required column: phone number
Preparing Your CSV
Include these columns for best results:
| Column | Required | Used for |
|---|---|---|
phone | Yes | Dialing |
first_name | Recommended | CRM preview, script personalization |
last_name | Recommended | CRM preview, script personalization |
email | Optional | Contact record |
company | Optional | CRM preview, script personalization |
custom fields | Optional | Script variables, analytics |
Phone number formatting:
- Include country code (e.g., +1 for US/Canada, +44 for UK).
- Remove spaces, dashes, and parentheses, or JustCall will strip them during import.
- One phone number per row. Use separate rows for contacts with multiple numbers, or use the Alternate Number Dialing feature.
Upload Steps
- In your campaign, click Upload CSV.
- Select your file.
- JustCall previews the first few rows. Map each CSV column to a JustCall field.
- Confirm the mapping and click Import.
- JustCall validates phone numbers and flags any that are invalid (e.g., too few digits, unsupported country).
- Review the import summary: total imported, duplicates removed, invalid numbers skipped.
CRM Import
- In your campaign, click Import from CRM.
- Select your connected CRM.
- Choose a list, view, segment, or report.
- JustCall maps fields automatically based on your saved field mapping.
- Confirm and import.
See Dialer CRM Integration for CRM setup details.
Deduplication
JustCall automatically deduplicates contacts within a campaign by phone number. If the same number appears twice in your CSV or across a CSV and CRM import, only one record is kept.
Deduplication does not apply across campaigns. A contact can exist in multiple campaigns simultaneously.
Adding Contacts to a Live Campaign
Only the Dynamic Dialer supports adding contacts after the campaign has started.
- Open the active Dynamic Dialer campaign.
- Click Add Contacts.
- Upload a CSV or import from CRM.
- New contacts enter the queue and are distributed to agents automatically.
Power Dialer and Predictive Dialer campaigns require the contact list to be finalized before launching.
Troubleshooting
| Issue | Solution |
|---|---|
| Phone numbers marked invalid | Check country code formatting. Ensure numbers have the correct digit count. |
| Contacts not appearing | Wait 1–2 minutes for processing. Large imports may take longer. |
| Duplicate warning | Expected behavior. JustCall keeps the first record and discards duplicates. |
| CRM import shows zero contacts | Verify your CRM list/view contains contacts and that field mapping is configured. |