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Already keep your customers in a spreadsheet? Instead of typing everyone in one by one, you can bring the whole list into Dialbird in one go and start calling and texting them straight away.

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Getting your file ready

Your spreadsheet needs to be saved as a .csv file. Most spreadsheet programs can do this: look for “Save as” or “Export” and pick CSV. The first row should be your column headings (like Name, Mobile, Company), because that’s what you’ll match up in a moment.

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Importing a CSV

  1. In Contacts, click the + and choose Import CSV (or go to Settings, then Contacts, and click Import a CSV file).
  2. Pick your file. Dialbird reads it and opens Import Contacts from CSV.
  3. Now match your spreadsheet columns to Dialbird’s fields. The fields are grouped into tabs so it stays tidy:
    • Basic Info: First Name, Last Name, and Phone Number. These three are required, marked with a red *.
    • Contact: Email, Phone Number 2, Phone Number 3.
    • Work: Company, Role.
    • Location: Country, City.
    • Additional: Website, Notes.
  4. For each field, use the dropdown to pick which column in your spreadsheet it matches. Leave any you don’t have blank.
  5. Choose who to Share with (see Sharing contacts). If you don’t pick anyone, the imported contacts are shared with everyone in your workspace.
  6. Click Import [number] Contacts.
When it’s done, Dialbird tells you how many contacts came in, and flags any rows that couldn’t be imported so you can check them.
Names, phone numbers, email, company, website, and notes come across on import. The Role, Country, and City fields can be matched in the importer but aren’t saved yet, so if you need those, add them on each contact afterwards.

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Stopping duplicates

If you’d rather not end up with the same person saved twice, an owner or admin can go to Settings, then Contacts, and turn on Prevent duplicate contacts. After that, any import that would add a phone number you’ve already got is blocked.
Last modified on July 15, 2026