# Importing Leads into Teloai

### 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.

***

### 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:

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

***

<figure><img src="https://2762300463-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhuR1ucNRbvGlcv8r3Mac%2Fuploads%2FL1QhVFSRQ5KlPkrUT6po%2FScreenshot%20from%202025-07-15%2016-43-04.png?alt=media&#x26;token=78aabd76-ba9d-4bcd-8ff3-2df376085ef5" alt=""><figcaption></figcaption></figure>

#### 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:

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

<figure><img src="https://2762300463-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhuR1ucNRbvGlcv8r3Mac%2Fuploads%2FnViM78yPWN5pn2kQryMK%2Fexcel-csv.png?alt=media&#x26;token=3fb7839c-b007-4f63-9f30-4fc4ebdde39f" alt=""><figcaption></figcaption></figure>

***

### 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 |

***

<figure><img src="https://2762300463-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhuR1ucNRbvGlcv8r3Mac%2Fuploads%2FvJTrsVDoQwfGVDyYaqCP%2FScreenshot%20from%202025-07-15%2016-38-30.png?alt=media&#x26;token=4a3b3283-2930-4a64-9677-57b33bf05e9f" alt=""><figcaption></figcaption></figure>

### 4️⃣ (Optional) Add Leads Manually

If you have only a few entries:

| First name field   | Last name field | Phone number field                   | Action          |
| ------------------ | --------------- | ------------------------------------ | --------------- |
| \[John]            | \[Doe]          | 🇺🇸 +14155550123 (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).
*

```
<figure><img src="https://2762300463-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhuR1ucNRbvGlcv8r3Mac%2Fuploads%2FVQe8QEkTfrhlrwock6Fh%2FScreenshot%20from%202025-07-15%2016-40-16.png?alt=media&#x26;token=bc163900-b3fd-4415-9b5f-8dac235b1ca9" alt=""><figcaption></figcaption></figure>
```

***

### 5️⃣ Create Your Campaign

* **Review** names & numbers.
* Click **Create Campaign** (or **Create Job**).
* Teloai will import each lead into your campaign audience.

***

### 📋 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   |

***

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