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Use CSV upload when you want to run a batch campaign against a fixed list of contacts.

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Where CSV Upload Lives

  • Open /campaign/{agentId}.
  • Create or edit a campaign.
  • In the trigger step, choose the Batch campaign type.
  • Use the upload area to add one or more CSV files.

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Upload A CSV

  1. Open the batch campaign setup.
  2. Click the upload area or drag a file into it.
  3. Upload a .csv file.
  4. Wait for Phonely to upload the file and detect the column headers.
  5. Review the detected fields.
  6. Map those fields to the outbound variables used by the selected workflow.

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CSV Requirements

  • Only .csv files are accepted.
  • The file size limit is 10 MB per file.
  • One row should represent one contact.
  • Include the fields you plan to map, such as phone number, name, or any campaign-specific values.

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What Phonely Detects Automatically

After upload, Phonely parses the CSV and trims the column headers. Those headers become the available fields for outbound variable mapping. If you upload multiple CSV files, Phonely combines the detected fields across all successful uploads.

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Common Problems

  • If the file is not a CSV, Phonely rejects it immediately.
  • If the file has no valid headers, the upload is marked as an error.
  • If your workflow expects variables that are not present in the CSV, update the file or change the variable mapping before launch.