Import your contacts into CloudTalk
Import your contact lists into CloudTalk in a simple text file and get more customer information.
Integrate CSV import with CloudTalk and have a comprehensive database in one place directly in CloudTalk.
Import any contacts into CloudTalk with a single click. The only thing you need is your contact list in CSV format which is used to exchange data between two systems. The text file contains lines with values separated by a certain sign (usually a comma). The following information can be added to the CSV file and uploaded to CloudTalk:
- Customer’s name and surname
- Email (or emails)
- Phone number (or phone numbers)
- Custom field (Designed to store detailed information related to your clients. Custom fields may be imported based on your CloudTalk settings.)
CSV contact import is easy and quick. Choose CSV Import integration in CloudTalk’s Integrations. Then upload the CSV file which contains your contact lists.
Each imported contact is automatically labeled "CSV Import" or any other tag of your choice. So you can always identify which callers are from your CSV file. Tags will also help you filter contacts, for example, you can filter the list of all your CSV imported contacts.
With a simple CSV Import, your agents will find contacts with relevant information in one place without searching in multiple databases. This will facilitate your agents’ job and streamline your workflows.