High level steps
- Prepare your CSV file
- Create a "list" the data will be uploaded to
- Upload your CSV file to your "list"
Preparing your CSV File
Creating a "List"
Skip this section if you already have a list created
Lists are an important aspect for outbound calling. This is where your data is housed within the Ytel system. Lists generally are assigned a specific ID and Name to help identify the type of data they house.
Lists are also assigned to a specific campaign as this is how our system knows which lists(s) to grab data from in order to make those outbound calls. A list can only be assigned to one specific campaign at any given time, however a campaign can have multiple different lists assigned to a campaign.
Steps to Create your List
Within your Admin Portal, click on Data Management > Data Lists
Click on the "Add data list" button on the top right of the screen
Give your new List an ID (can only container numbers), a Name, a Description and the campaign the list will be assigned to (the campaign which will be used to call out on the data).
Click on the "Add" button to create the list.
Note: Lists have additional options that you can change and modify. Simply click on the "modify" icon to see the different settings. However, the majority of the time you will most likely NOT be changing any default settings. I recommend leaving the default settings if this is the first time you are creating a list.
Uploading your CSV File to a "List"
Next up we will be adding the data from our CSV file to the new list we just created. Before uploading your data there are a few important things to keep in mind when it comes to your data list:
- The file must be in a .csv (comma separated value) format. It cannot be in an excel format, such as .xls.
- You need to have at a minimum of two column headers and one of those needs to be the phone number.
- The phone number must be 10 digits only. Do not include the country code
Steps to Upload your data to your List
Within your Admin Portal, click on Data Management > Data loader
Click on the Upload File tab and either "drag & drop" your file into the box or click on the box to open up your computer's file management system and select the .csv file to upload to the system.
Monitor the progress of the file upload. Once it is complete click on the green blinking Process button.
- select the List to upload the file to...
- select if you wish to check for duplicate phone numbers within your list or system...
- select if you wish to scrub any numbers from your systems internal DNC list
We now will want to map the data in our CSV file to the appropriate fields within the contact center system. In this tutorial we won't be discussing custom fields. Instead we will be using the default fields.
There will be sections, the Ytel Fields and the File Columns section. Below each Ytel Fields section we will be presented with a drop down menu which will list all of the column headers we had on our CSV file.
We simply need to go through the Ytel Fields section and select the appropriate column header from our drop down menu which has the data we are looking to upload to the system.
For example, in the screen shot below we selected the "phone_number" column to match the "Phone Number" Ytel field, because this is the column in our CSV that has the phone numbers we wish to call.
We also matched the "Friendly_name" column from our CSV to the "First Name" Ytel field, because this is the column in our CSV file that has the customers name.
You might have more items to match. Go ahead and complete the remaining matches you might have such as address, city, state, etc..
Once done click on the Submit and Process Data button.
Within the same section Data Management > Data Loader, navigate to the Data Loader Queue tab to see your list being processed. It will first show up under the "In Progress" section.
Once completed it will show up in the "Finished" section.
- Within the Data Loader Queue tab, once your file has completed uploading