AllTalk Support : CSV bulk upload

Prepare Your CSV File

1. Use CSV Format
   Make sure your file is saved as Comma-Separated Values (.csv).

2. Add a Header Row
   Include clear column names such as:
   Phone, First Name, Last Name, State, Email, DOB, Zip Code.

Rows without a header will be ignored. Avoid rows with no heading.

3. Clean Your Data

   • Remove duplicates and blank rows.

   • Format phone numbers correctly (e.g., include country code).

   • If a contact has multiple phone numbers, separate them into different columns or rows according to AllTalk’s mapping rules. An individual contact cannot have multiple phone numbers. You can create a separate contact for an alternative number.

Navigate to the Import Option

1. Log in to your AllTalk dashboard.

2. Go to Contacts → Upload CSV (located on the right side navigation pane) OR

3. Go to Uploads → Upload CSV (located on the right side navigation pane).

4. Click Download Sample CSV to review the correct file format before uploading.

Contacts Section

Uploads Section

Upload Your CSV

• Click Upload and select your prepared file or Drag and drop your CSV into the screen.

Map Fields

• Match your CSV columns to AllTalk fields using drop downs.

• Fix mismatches and skip any fields you don’t need.

• (Optional) Add a Tag, Category, or Source for segmentation.

Phone Number Validation

• This will remove any contacts that do not have a valid mobile number (Landline/VOIP).

  • There is a charge per contact - $0.10.

  • There will be an estimated cost associated with the CSV upload for the phone number validation.

Select workflow or Redrip

• Workflow will initiate specified workflow with a new user number (if new contact) or the same user number that is assigned to the contact.

• Redrip will initiate specific redrip with a reassigned number from original user number that was assigned to the contact.

Assign Tag

• User can assign an already created tag to the CSV upload or create a new tag.

  • This will label every contact in the CSV with the specified tag.

Finalize CSV Upload

• Click finish at the bottom right hand corner of the screen to finalize the CSV upload.

Note:

If you are getting leads from marketplace there are some instance that the CSV file has multiple numbers in a single cell. You may need to split the numbers in different cells.

Splitting Multiple Numbers in One Cell

If your CSV has multiple numbers in a single cell:

Google Sheets:

• Select the column → Data > Split text to columns → Choose separator (comma, space, or custom).

• Formula option: =SPLIT(A1, ",")

Excel:

• Select the column → Data > Text to Columns → Choose Delimited → Pick separator (comma, space, or custom) → Finish.

• Excel 365: Use TEXTSPLIT.