Importing Contacts from CSV

If you have a list of contacts in a spreadsheet or CRM export, you can import them all at once using a CSV file. VozAgent walks you through a guided process: upload, map columns, preview, and import.

​

Before You Start

• Your file must be a .csv or .txt file.
• Each contact needs at least a name and a phone number.
• Phone numbers should include a country code (e.g., +1 for US numbers) for best results.

​

Step 1: Upload Your File

1. Go to Contacts and click Add Contact.
2. Select the Import from CSV tab.
3. Either drag and drop your file onto the upload area, or click Select File to browse your computer.
4. VozAgent parses the file and tells you how many rows were detected.

Need a template? Click the Download Template button to get a pre-formatted CSV file with example data. The template includes these columns:

​

Step 2: Map Your Columns

After uploading, you will see the Match fields screen. This is where you tell VozAgent what each column in your CSV represents.

• VozAgent auto-detects common column names (like “Name”, “Phone”, “Email”) and maps them automatically.
• For each column, a preview of the first three rows is shown so you can verify the data.
• Use the dropdown to assign each CSV column to a VozAgent field, or choose Skip this column to ignore it.

​

Available Field Mappings

Fields are organized into groups: Required Fields:

• Phone Number
• Name (first name)

Contact Information:

• Last name
• Email
• Company
• Job Title

Additional Information:

• Tags
• Notes
• Preferred Contact Time
• Time Zone
• Status

A green confirmation message appears when both required fields (Name and Phone Number) are mapped. You cannot proceed without these. Click Continue to Preview when your mappings look right.

​

Step 3: Preview and Validate

The preview screen shows you exactly what will be imported:

• Valid contacts — Contacts that passed validation and are ready to import.
• Duplicates — Contacts whose phone numbers already exist in your account. These will be skipped automatically.
• Errors — Rows that failed validation, with the specific error for each (e.g., “Invalid phone number format”, “First name is required”).

​

Validation Rules

VozAgent checks each row for:

• First name is present
• Phone number is present and in a valid format
• Email (if provided) is in a valid format

Rows that fail validation are listed with the row number and error. These rows are excluded from the import but do not block the rest.

​

Duplicate Handling

Duplicate detection is handled server-side by phone number. If a phone number already exists in your contacts, that row is automatically skipped during import. The final result shows how many were skipped.

​

Step 4: Import

1. Review the preview and click Import [N] Contacts.
2. A progress bar shows the import status.
3. When complete, you will see a summary: how many contacts were imported, how many duplicates were skipped, and how many failed.

Your contacts list refreshes automatically after the import finishes.

​

Tips for a Smooth Import

• Clean your data first. Remove blank rows and fix obvious phone number formatting issues in your spreadsheet before exporting to CSV.
• Use the template. If you are building a contact list from scratch, start with the downloadable template to get the column names right.
• Tags with commas. If a contact has multiple tags, wrap them in quotes in your CSV (e.g., "vip,customer").
• Large imports. VozAgent handles large files — the upload and processing happen efficiently regardless of file size.
• Start over anytime. If something does not look right at the mapping or preview step, click Start Over or Cancel to go back to the upload step.