The fastest way to add leads to a campaign is by uploading a CSV file. Live Bots 365 accepts standard comma-separated value files and maps your columns to the platform's lead data fields during the import process. A well-formatted CSV import takes less than a minute and can add thousands of leads at once.
Taking a few minutes to clean and format your CSV before uploading will save you time troubleshooting failed imports and ensure your campaign starts with accurate data.
CSV Format Requirements
| Column | Required? | Format |
|---|---|---|
| phone | Yes | +15551234567 (E.164 international format) |
| first_name | No | Plain text, e.g., John |
| last_name | No | Plain text, e.g., Smith |
| No | Valid email address | |
| [custom_field] | No | Any column name — will be imported as a custom field |
Phone Number Formatting
Phone numbers must be in E.164 international format — a plus sign followed by the country code and the number, with no spaces, dashes, or parentheses. This is the single most common cause of import failures, so it is worth double-checking before uploading.
Correct Formats
Incorrect Formats
Import Steps
Open your contact list in Excel or Google Sheets. Ensure the phone column is formatted in E.164 format. Add a header row with column names matching the format above.
Go to the Leads section or open the campaign you want to add leads to. Click 'Import Leads.'
Click 'Choose File' and select your CSV. The platform will parse the file and show you a preview of the data.
Match your CSV columns to the platform's lead fields. The platform will auto-detect standard column names, but you may need to manually map custom columns.
Check the preview to verify the data looks correct, then click 'Import.' The platform will process the file and add the leads to your list.
After import, review the results summary. Any rows with invalid phone numbers or other errors will be flagged. Download the error report to see which records failed and why.
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