Importing

This article explains how to import addresses.  Users who have acces to the campaign can start qualifying the addresses and make appointments.

Before you start

  • Addresses have to be imported into a campaign. Create a new campaign when you want to add addresses to a new campaign.
  • Create new fields if you want to import fields that don’t yet exist.
  • We strongly encourage E.164 number formatting for all phone numbers you want to import. E.164 numbers can have a maximum of fifteen digits and are usually written as follows: [+][country code][subscriber number including area code]. Phone numbers that are not formatted in E.164 may work, but it depends on the phone that is being used.
  • Only CSV files can be imported. The file size may not exceed 2MB or more than 10.000 records.
  • The CSV file should contain column headers in the first row. A column header name may only be used once.
Column headers in CSV file CallMonkey

Step 1 Uploading the CSV file

Go to the menu item Addresses and click on the link ‘Import’

Import link addresses in CallMonkey

The import page appears

step 1 upload the csv file in CallMonkey

Select

  • Campaign
  • Follow-up date
  • Country

and click browse to upload the CSV file. Click on save


– Only CSV files can be imported
– You can not select a follow-up date in the past

The addresses will not appear for users until the selected follow-up date is reached.

Select ‘Addresses have different follow-up dates’ when your files contains addresses with different follow-up dates.

Addresses have different follow-up date importing CallMonkey

The CSV file should contain a column follow-up date (mandatory) if you selected ‘Addresses have different follow-up dates’. Rows with empty follow-up dates will automatically be filled with the current date and time.

Step 2: Match the fields

The message below appears when there are no column header in the CSV file or when a column header name is used more then once.

column header message when importing in CallMonkey

There are no column headers in the screenshot below. The CVS file should contain column headers.

no column header name when importing CallMonkey

The column headers name ‘Company’ is used more then once. Column headers names can only be used once.

column header name used more then once in CallMonkey

The message below appears when you are trying to import a file with the same name on the same day.

Import file with same name in CallMonkey

Column names are automatically matched when the name of the field in CallMonkey matches the name from you CSV file.

step 2 importing file in CallMonkey

The text ‘Don’t impord this field‘ appears when the column header names are not similar.

Leave the the pulldown on ‘Don’t impord this field‘ if you don’t want to import the field.

Click on the pulldown  ‘Don’t impord this field‘ if you want to import the field. Match the CallMonkey field from the pulldown with the field from your CSV file.

Match field from csv file with CallMonkey field

Fields can only be matched once. Once a field is matched it disappears from the pulldown

The options in pulldown, checkbox and radio button fields are also automatically matched when the names of the options are similar.

The warning icon warning icon small n CallMonkey  appears when the options could not be matched. Click on the warning icon and match the options in the pop-up screen that appears.

Popup match pulldown chechbox radio button field in CallMonkey

Create an new option to the specific field if a option doesn’t appear in the pulldown.

The green icon Een Item actief of inactief maken in callmonkey appears when all the options are matched.

correct mapping green in CallMonkey

Use a colon (:) in your CSV file if you want to import multiple options into a checkbox field in CallMonkey.

Import checkbox options from CSV file in CallMonkey

The contents of fields in a CSV file is separated by a delimiter.  The delimiter is automatically recognized. Click on the pulldown to choose another delimiter.

change CSV delimiter importing in CallMonkey

Click on ‘Save’ to go to step 3.

Step 3: Result

The screen below appears when there are no invalid records. Click on ‘Ready’ to import the file or on ‘Import a new file’ if you want to import another CSV file.

Step 3 success message importing CSV file in CallMonkey

You will receive an e-mail when all addresses are imported. It takes about 1 to 5 minutes on average to import the file. On occasional situations it can take up to 30 minutes.

The message below appears when your CSV file contains fields with invalid content.

Message step 3 invalid records in CallMonkey

Click on ‘XLS file’ to download the file.

The screenshot below contains two fields with invalid content in red. The field website is a url field and should start with www or http(s). The field email should not contain a space before the @.

Downloaded XLS file with invalid fields in CallMonkey

Adjust the downloaded XLS file and import the file again.

Next steps

  • Check if the users are attached on the campaigns on which you added the addresses.
  • Add fields to the form that must be qualified during the call.

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