📄Importing data

Learn how to import contacts into your Dapta voice campaign. This guide covers supported file types, required fields, phone number formatting, property mapping, and how to troubleshoot common import e

Importing data is how you load your contact list into a campaign so your AI voice agent knows who to call. You can upload a file during campaign creation or add more contacts to an existing campaign at any time.

Supported file types

Format	Extension	Notes
CSV	.csv	Most common format. Easy to export from any spreadsheet tool.
Excel	.xlsx	Modern Excel format only. The legacy .xls format is not supported.
Google Sheets	.csv or .xlsx	Export your sheet as CSV or XLSX before uploading.

Only .xlsx Excel files are supported. If your file is in the older .xls format, open it in Excel or Google Sheets and re-save it as .xlsx before uploading.

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Required and optional fields

Your file needs at least one column — the phone number. Everything else is optional but recommended for personalization.

Field	Required	Description
contact_phone	Yes	The phone number your voice agent will call. Must be in E.164 format.
contact_name	No (recommended)	The contact's name. Useful for personalized greetings in your prompt.
company_name	No	The contact's company. Helpful for B2B campaigns.
email	No	The contact's email address.
Custom fields	No	Any additional column in your file can be mapped to a new CRM property.

Example CSV:

contact_name	contact_phone	company_name	email
Alice Johnson	[phone]	Dapta	[email protected]
Bob Lee	[phone]	Jarvis	[email protected]
Carol White	[phone]	Nimbus	[email protected]

💡 Tip: Make sure your file has column headers in the first row. The header names are what you will map to CRM fields during the property mapping step.

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Phone number format

All phone numbers must follow the E.164 international format: +[country_code][number] with no spaces, dashes, or parentheses.

Valid examples:

Number	Country
[phone]	United States
[phone]	Mexico
[phone]	Colombia
1XXXXXXXXXX	US (without the + also accepted)

Invalid examples:

Number	Reason
[phone]	Contains spaces, parentheses, and dashes
12345	Too short to be a real phone number
0000000000	Not a real, dialable number
(blank)	Missing value — row will be skipped

Numbers must be real and dialable. Fake or test numbers will fail validation and be excluded from your campaign.

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Property mapping

After you upload your file, you enter the property mapping step. This is where you connect your file's column headers to Dapta CRM fields.

Step 1: The Phone Number mapping is always shown first. It is required and cannot be removed. Match it to whichever column in your file contains the phone numbers.

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Step 2: The Contact Name mapping is shown by default. Map it to the column that contains your contacts' names, or leave it unmapped if your file does not include names.

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Step 3: To map additional columns, click + Add Property. For each new property, you need to provide:

• Display Name — a human-readable label (e.g., "Company Name")

• Field Name — must match your file's column header exactly (e.g., company_name)

• Data Type — choose from Text, Number, Date, or Boolean

💡 Tip: Mapped data is automatically saved to your Dapta CRM, so you can reuse these contacts across multiple campaigns without re-importing.

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What happens during import

Once you confirm the mapping and start the import, Dapta processes your file in real time:

1. Each row is validated against the required fields and phone number format.

2. Valid rows are imported into your campaign and added to your CRM.

3. Invalid rows are skipped — for example, rows with missing or malformed phone numbers.

4. An error log is generated that you can download to see exactly which rows failed and why.

5. Import progress is tracked in real time so you can watch the status as contacts are processed.

If too many rows fail, you can click Back to return to the upload step, fix your file, and re-upload it. Alternatively, you can continue with only the valid records.

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Adding contacts after campaign creation

You are not limited to importing data only during the initial campaign setup. There are two ways to add more contacts to an existing campaign:

• Re-import from the Contact List tab — Open your campaign, go to the Contact List tab, and click the Import button. Upload a new CSV or XLSX file to add more contacts to the same campaign.

• Flow Studio — Use Dapta's automation tool to programmatically add contacts to a campaign based on triggers or external data sources.

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Troubleshooting tips

Problem	Solution
File upload fails	Make sure your file is .csv or .xlsx. The legacy .xls format is not supported.
All rows are marked invalid	Check that your phone numbers are in E.164 format with no spaces, dashes, or parentheses.
Column not showing in mapping	Ensure the first row of your file contains column headers. Empty headers are ignored.
Duplicate contacts	Dapta uses the phone number as a unique identifier. Duplicate numbers in the same file may be skipped.
Missing contact names in calls	Verify that you mapped the contact_name column correctly during the property mapping step.
Numbers rejected despite correct format	The number may not be a real, dialable phone number. Verify it is an active number.