Importing Leads into Teloai

When setting up campaigns or jobs in Teloai, you can quickly add your target leads by either uploading a CSV file or entering them manually. Follow the steps below to import and manage your lead list.

Download & Inspect the CSV Template

Click Download template to get a starter CSV. It includes example data so you can see exactly how to format yours:

firstname	lastname	phonenumber
John	Doe	14155551212
Jane	Smith	447712345678

• Headers must remain: firstname, lastname, phonenumber

• Dummy rows: Replace them with your real leads.

• No extra columns: Only these three will be imported.

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2️⃣ Prepare Your Lead List

A) Google Sheets

1. Create a new Google Sheet.

2. Enter these headers in row 1:

   A	B	C
   firstname	lastname	phonenumber

3. Add your leads starting from row 2:

   firstname	lastname	phonenumber
   Alice	Johnson	33123456789
   Bob	Williams	919876543210

4. Go to File → Download → Comma-separated values (.csv).

5. Open the CSV in a text editor. It should look like:

   csvCopyEditfirstname,lastname,phonenumber
   Alice,Johnson,33123456789
   Bob,Williams,919876543210

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B) Microsoft Excel

1. Open Excel and start a blank workbook.

2. In row 1, enter the following headers:

   A	B	C
   firstname	lastname	phonenumber

3. Add your leads starting from row 2:

   firstname	lastname	phonenumber
   Alice	Johnson	33123456789
   Bob	Williams	919876543210

4. Go to File → Save As.

5. Choose file type CSV (Comma delimited) (*.csv).

6. Save your file and verify the format by opening it in a text editor. It should look like:

   firstname,lastname,phonenumber
   Alice,Johnson,33123456789
   Bob,Williams,919876543210

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3️⃣ Upload Your CSV in Teloai

1. In the Add Users step, drag & drop your CSV into the upload area—or click Browse file.

2. Once accepted, your filename appears:

   Uploaded File
   csv‑template.csv

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4️⃣ (Optional) Add Leads Manually

If you have only a few entries:

First name field	Last name field	Phone number field	Action
[John]	[Doe]	🇺🇸 [phone] (select flag+dig.)	🗑 Delete entry
[Add User] button			Adds a new row

• Select the country flag for correct country code.

• Enter digits only (no “+”, hyphens, or spaces).

• 

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5️⃣ Create Your Campaign

• Review names & numbers.

• Click Create Campaign (or Create Job).

• Teloai will import each lead into your campaign audience.

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📋 Key Tips

Rule	Details
Headers	Must be firstname, lastname, phonenumber
Phone format	Digits only: include country code, omit “+”, hyphens, spaces
Required columns	All three columns must have a value on every row
Encoding	UTF‑8 without BOM
Updating a list	Edit your CSV and re‑upload before creating a new campaign

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With this table‑driven guide, your users can quickly see exactly how to format and import leads into Teloai.