If you'd like to import your contacts to Aircall there are a few steps to follow. Let's take a look at getting this setup.
Importing Your Contacts from a .CSV file
What is a .csv file and how can I make one?
A .CSV file is one of the most common ways to index contact lists. Using the .CSV format, you will be able to export your contact database from any CRM tool you’re using and upload it to Aircall.
In order to import your database, your CSV file must have less than 10,000 contacts. If there are more than 10,000 contacts, you will have to split your files into several smaller files and upload them separately.
How should I set up the file in Google Sheets?
Open a new Google Sheet and create the headers as follows and fill in your contact data accordingly: first_name, last_name, company_name, phone1, phone2, phone3, phone4, email.
Please ensure that your contact phone numbers have the country code included.
Once you've completed this step be sure to save the file as a .CSV file from Google Sheets. You can do so by clicking on File then Download as, then Comma-separated Values.
Important note: Each contact and column in the .CSV file must be separated by a semi-colon or comma. This will be done automatically by choosing CSV.
My contacts are in an Excel file, how do I convert it into a CSV file?
Before converting from an Excel file to a .CSV file we strongly suggest that you first upload your original Excel file directly to a Google Sheet document (this is because some versions of Excel might experience data loss during the export).
To do so, simply copy and paste the data from the Excel document into a Google Sheets document.
From here you will be able to convert the Google spreadsheet into a .CSV file. To do this:
- Open your contact file in Google Sheets.
- Click File, then Download As.
- Choose the Comma Separated Value (.csv) File Format.
Congrats! 🎉 You're now ready to import your .CSV file.
Next, you’ll need to open the Aircall Phone Application. Click on Import Contacts in the upper right-hand corner of the phone.
The Contacts import window will slide open from the bottom and you can select the.CSV file to upload.
Once the list has been uploaded, the phone will automatically pass to the contact field screen.
- Fill in all fields (a contact may have several phone numbers)
- Choose the default country prefix
- Click on Import contacts
- In a few minutes for your contact list will appear in your app
Note: If you upload the same .CSV file twice, your contacts will be duplicated. To avoid this, make sure you’re only updating new contacts each time.
Deleting or Modifying your Contacts
For security purposes, it is not possible to mass delete your contacts from your Aircall Dashboard or Aircall Phone. Please reach out to the support team to request a contact wipe. Then, you can re-upload a new list.
If you'd like to delete or modify an individual contact you can do so from the Aircall Phone
Contacts in your Integrations
Please keep in mind that if you are using a CRM, your contacts should be saved in the E164 format (+countrycodenumber) to ensure that proper contact synchronization is pushed from Aircall to your CRM.
If you have enabled the contact-sync feature, please be sure that your contacts are also in the E164 format in your Integration.
If the format of your file is not correct, when adding special characters like accents to names, you might encounter an issue with the appearance when uploaded. Primarily, when using Windows Notepad.
On a Windows device:
- On a Windows computer, open the CSV file using Notepad.
- Click "File > Save As".
- In the dialog window that appears - select "ANSI" from the "Encoding" field. Then click "Save".
- That's all!
Open this new CSV file using Excel and your non-English characters should be displayed properly.
On a macOS device:
- use Numbers to create the CSV instead of Excel.
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!