How can I add contacts to the directory in bulk?

How to Import Contacts in Bulk to Hipcall

With Hipcall's bulk action feature, you can import your contacts into the Hipcall directory quickly. Please follow the steps below.

Steps

1. Prepare your contact list and download it in CSV format

• First, prepare the contact list you want to import to Hipcall with the necessary information (first name, last name, phone number, email address, assigned user, etc.) in the proper format.
• Download the prepared file in CSV format.

2. Upload your CSV file to Hipcall

• Log in to Hipcall and upload your CSV file from the Directory > Contacts page using the "Bulk Actions > Import" button located at the bottom-left of the page.

3. Map the fields from your CSV file to the corresponding Hipcall fields

• Match the information in your file (such as first name, last name, phone number) to the corresponding fields in Hipcall, then click the "Next" button.
• If a contact has multiple phone numbers or email addresses, you can select multiple options for the same field.

• Indicate "Yes/No" for the header row in your CSV file.
• If your phone numbers include the country code, select "Yes"; if not, select "No" and specify the country code, then click "Next".

• Finally, click the "Start" button to import your data.

• Once the import is complete, you will receive an email. The email will provide information about the total number of records imported, as well as the number of successful and failed entries.

Important Information

Standardizing Phone Numbers in Excel or Google Sheets

Sometimes, phone numbers in customer lists are not standardized. You might encounter variations like:

• 90 543 885 6302
• +90 543 885 6301
• 0 543 885 6301
• 543 885 6301

If you have a column like this, you can standardize it using the following formula (tested in Google Sheets):

=IF(OR(ISBLANK(A2),A2=""),"",CONCATENATE("90",RIGHT(REGEXREPLACE(REGEXREPLACE(TEXT(A2,"0"),"[^0-9]",""),"^(90|0)?",""),10)))

Remember to replace A2 with the cell containing the phone number.

If you think there is an error in your imported list and want to perform a bulk delete, you can refer to our article on how to delete contacts in bulk.