Volume Reach/Docs

CSV Upload

Import your prospect list in minutes by uploading a CSV file and mapping your columns to Volume Reach fields.

Overview

CSV upload is the fastest way to bring a large list of contacts into Volume Reach. You export a spreadsheet from your CRM, lead provider, or any tool you already use, and Volume Reach walks you through matching your columns to the right fields before importing.

You do not need to reformat your entire spreadsheet in advance. The column-mapping step lets you tell Volume Reach which of your columns corresponds to phone number, name, and so on.

How It Works

Step 1 — Navigate to Contacts

From the main navigation, select Contacts. This is your full contact database for the account.

Step 2 — Click "Upload CSV"

Select the Upload CSV button near the top of the Contacts page. A file picker will open.

Step 3 — Select Your File

Choose the CSV file from your computer. Volume Reach accepts standard comma-separated files (.csv). The maximum file size is 50 MB. For very large lists, consider splitting into multiple files of up to 50,000 rows each for the smoothest experience.

Step 4 — Map Your Columns

Volume Reach reads the header row of your file and displays each column name. For each column, use the dropdown to select the matching Volume Reach field:

Your Column (example)Maps To
MobilePhone Number (required)
FirstFirst Name
LastLast Name
EmailAddressEmail
StreetAddressAddress
StateState

Phone Number is the only required mapping. All other fields are optional but recommended for better personalization. Columns you do not map are ignored.

For a full list of available fields, see Contact Fields.

Step 5 — Review the Validation Preview

After mapping, Volume Reach shows a preview of the first several rows. This preview highlights any issues found, such as:

  • Invalid phone numbers — rows that cannot be normalized to a valid US phone number are flagged. You can proceed and skip those rows, or cancel and fix your source file.
  • Missing required values — rows with no phone number are automatically skipped.
  • Duplicates — if a phone number already exists in your account, the existing record is updated with any new field values you are importing rather than creating a duplicate.

Step 6 — Choose a Campaign to Assign

Optionally, select a campaign to assign these contacts to immediately after import. This is the most common workflow — import a list and launch it directly into a campaign.

If you skip this step, contacts are added to your database without campaign assignment. You can assign them to a campaign later from the Contacts page or from within a campaign.

Step 7 — Import

Click Import to start the process. Volume Reach processes your file in the background. Depending on file size, import may take a few seconds to a few minutes. You will see a confirmation once the import is complete, including a count of contacts added, updated, and skipped.

Tips & Best Practices

  • Format phone numbers consistently. Volume Reach accepts standard US formats (e.g., 555-867-5309, (555) 867-5309, 15558675309) and automatically normalizes them. International numbers should use E.164 format: a + followed by the country code and number, for example +15558675309.
  • Include a header row. Your CSV must have column headers in the first row. Without headers, column mapping is not possible.
  • Do not include commas inside field values without quoting. If a field value contains a comma (such as an address like 123 Main St, Suite 4), wrap the value in double quotes in your CSV file. Most spreadsheet exports handle this automatically.
  • Split very large files. Files over 50,000 rows may take longer to process. Splitting into smaller batches also makes it easier to spot import issues.
  • Re-uploading the same list is safe. Volume Reach deduplicates on phone number. Re-importing the same file will update existing records rather than create duplicates.
  • Check the skipped-rows count after import. If more rows were skipped than expected, download the error report to see which rows had issues and why.