Audience
- Operators maintaining day-to-day contact records
- Teams importing medium/large prospect lists for outbound workflows
Prerequisites
- Access to the Contacts page in your workspace
- Contact data in valid format (manual entry or VCF file)
- For bulk imports, source file reviewed for duplicates/format issues
Choose your path
Small list (manual path)
- Open Contacts.
- Select Add Contact.
- Enter contact name and phone number (plus optional fields).
- Save and confirm the record appears in list view.
- Contacts are available immediately for call workflows.
Large list (bulk import path)
- Open Contacts and choose Batch Upload.
- Upload a VCF file (drag/drop or file picker).
- Review parsed contacts in preview.
- Resolve or remove invalid rows.
- Select Import Contacts to finalize.
- Valid contacts are imported and visible; invalid rows are flagged.
Validation and error-handling rules
- File must be valid VCF format for this import path.
- Each row should include at least name and phone number.
- Prefer E.164 numbers for reliable dialing/normalization.
- Duplicate numbers may be de-duplicated to prevent conflicts.
- If multiple numbers exist in one contact, one preferred number may be selected by import logic.
Automatic contact updates
- Automatic contact creation can add contacts from inbound callers.
- Automatic name update can refresh name values from newer verified interactions.
Troubleshooting
Import preview shows many invalid contacts
- Re-export your source contacts to clean VCF.
- Normalize phone number formats before import.
- Remove malformed entries and retry import.
Imported contacts are fewer than expected
- Check duplicate-number collisions in the source file.
- Confirm each entry includes minimum required fields.
- Split very large lists and import in smaller batches.
Contact does not appear in call context
- Confirm call used the same number saved in contact record.
- Verify workspace context and refresh contact list.