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Adding Records via CSV

Formatting the CSV File Records for Uploading. When preparing CSV files for upload, ensure they contain the following required columns and that the columns formatted as specified below: first_name. p…

NCOL Support
Updated by NCOL Support

Formatting the CSV File Records for Uploading

When preparing CSV files for upload, ensure they contain the following required columns and that the columns formatted as specified below:

  • first_name
  • phone_number

Optional Columns:

  • last_name
  • zip_code

Including zip_code is recommended if available, as it provides a more accurate determination of the customer’s time zone. By default, 2X Solutions uses the customer’s phone number area code to establish their time zone, ensuring compliance with state regulations on time-of-day calling. If provided, the zip_code will take priority in setting the correct time zone for contacting your customer.

Metafield Columns

If you need to send specific identifiers to your CRM through the post-call webhook, you can use metafield columns in your CSV. To set these up, make sure each column name starts with metafield_. For example, if you want to include a lead ID as a metafield, name the column metafield_lead_id.

Any metafield uploaded in the CSV file will automatically be passed back to the CRM at the end of each call.

Placeholder Columns

Placeholders are used to include specific information in your script that the AI will use to personalize the conversation with your customer. By adding placeholders, you allow the script to dynamically insert data for each individual lead, making interactions feel more tailored and relevant.

To use placeholders, add placeholder columns in your CSV file. Each placeholder column must start with placeholder_.

For example, if you wanted to include the name of where your customer heard about you, you might add a column named placeholder_lead_source. The script could then use this information to create a more customized message. If the source was "ABC News," the script would insert this source into the conversation:

  • Script: "Hi, Mr. Smith, you called in from ##lead_source##."
  • Result: "Hi, Mr. Smith, you called in from ABC News."

This approach enhances personalization in each call and ensures that relevant information is seamlessly integrated into the conversation.

How did we do?

Webhook: Inbound Call

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