How to Submit Leads via CSV

When to Use CSV Import

CSV import is the right tool for a static list of leads
to contact in a batch: a purchased list, a CRM export,
or a previously captured audience you want to
re-engage. For continuous real-time lead flow, use the
leads API instead.

For the full step-by-step walkthrough of the CSV import
wizard see "How to Import Leads from CSV" under the
Leads category. This article focuses on the schedule-
specific aspects of CSV submission.

Preparing the File

The CSV must include a column literally named
caller_id containing the lead phone number in any
format the platform can normalize to E.164. Other
phone-column aliases that work for the API
(phone_number, phone, etc.) are not honored by the
CSV parser - only caller_id is read.

Additional columns are captured as Lead tokens and
become available in schedule actions, SMS templates,
and webhook payloads. Common columns include
first_name, last_name, email, and state.

Running the Import Against a Schedule

1. In the left sidebar choose Leads -> Submit Leads to open /leads/import_type.
2. Click the File Upload tile. The import form opens at /lead_imports/new.
3. Under Import Details, set Upload Leads To to "Schedule - SMS, Call, and Email leads." and select your destination schedule from the second dropdown.
4. Click CSV File and select your file.
5. Configure Lead Management Options as needed: the Manage Schedule radios (Stop / Start / Restart / Do Nothing) determine what happens to existing leads in the destination schedule when a CSV row matches them.
6. Click Next Step to begin processing.

Verifying the Import

The CSV is processed in batches in the background.
Open the schedule edit page, click into the lead
counts in the dashboard, or visit /leads filtered by
the schedule. New leads appear as rows are processed
and immediately begin advancing through the schedule's
Contact Lead Actions.