Seamless Contact Import

1. Through integrations: Your business and the contacts of your loyal clients and prospects will be automatically synchronized at predefined intervals. The updated list of integrations can be found here, but don’t hesitate to contact us if you didn’t find your favorite solution. We might be already working on it. For more information on integrations, please visit our website.
2. CSV import: Upload a CSV file with a single click (for example from Excel) and import your contact database into CloudTalk. You can find a sample file directly in CloudTalk’s interface. More on CSV import here.
3. Manually: CloudTalk’s intuitive interface allows you to add a new client with relevant data in the Contacts tab. You can also assign a preferred agent to whom the customer’s calls will be routed. The real-time customer card feature allows you to create a new contact even if you are still talking with the client.
4. API: Integrate CloudTalk with external systems that you use regularly via our API. Integrations can be used to import or export contacts and for regular downloads of call history, orders, tickets, etc. Once your systems are interconnected with CloudTalk via API, all available information and data will be synchronized regularly.

1. In the CloudTalk left menu, go to Settings > Integrations.
2. Select CSV Import.
3. Upload the CSV file.
4. Type in the default country code (this helps to ensure that all the numbers which are missing the country code will be formatted correctly).
5. Tag your contacts — put any kind of identification on the contacts you are about to import. This will come in handy once you will use a Power Dialer or just filter through the contacts. (Please remember that there should be no spaces between words. Good examples of tags are: coldleads, warmleads, csvimport…)
6. Click on the Save and start button.
For more information, check out our Help Article: How to import contacts to CloudTalk from a file?