Before you import.
Only import people your business is allowed to call. DialBreeze does not scrub against the National Do Not Call Registry and does not check consent. See the DNC policy.
Steps.
- Sign in as a workspace admin. Creating lists and the Import contacts (CSV) button are managed by an admin seat; on Breeze and Jetstream agents can import lists too.
- Open Leads, create a list, and select it.
- Use Import contacts (CSV) — the primary button — and choose a
.csvfile: those contacts are added as NEW (rows on your do-not-call list are skipped; rows marked consent “none” are held for review). Use Import for review only (not callable) only to inspect a file: those rows stay archived and can never be dialed. - CSV import: with the count added as NEW, plus any rows skipped (do-not-call) or held for review (consent “none”). Compare it with the number of rows in your file.
Columns DialBreeze reads.
The first row must be column headers. Headers are matched without regard to capital letters or spaces at either end. Unrecognized columns are not generally stored. There are two exceptions: when no phone header matches, the importer may look in any column for a phone number; it also stores legacy contact-ID columns only in tags (import metadata), not as lead identity or a deduplication key (see duplicates below).
| Field | Header names it reads |
|---|---|
| Phone (required) | phone, phone_number, phone number, primary phone, phone 1, phone1, cell phone, mobile, primary contact phone, mailing phone, home phone |
| First name | first_name, firstname, owner first name, name_first |
| Last name | last_name, lastname, owner last name, name_last |
| email, email address | |
| Address | address or mailing address; otherwise mailing address line 1 + mailing address line 2 + city + state + zip are joined |
| City, state, ZIP | city, state, zip |
| Tags | tags (separate several tags with a pipe, comma or semicolon) |
| Property details | zillow, zillow_url, zillow link; mls, mlsid, mls_id; price, list_price, listing price; property_type, property type; beds, bedrooms; baths, bathrooms; sqft, square_feet, square feet; lot_size, lot size; year_built, year built |
How phone numbers are read.
- A row without a readable phone number is skipped. If no phone header matches, DialBreeze uses the first cell in the row with seven or more digits in a row, so a long ID, a ZIP+4 written without the dash or a price can be picked up by mistake. Name your phone column.
- One number per row. If a cell holds several numbers separated by a pipe, comma, slash or semicolon, only the first is used.
- Punctuation and spaces are removed. Ten-digit numbers are read as US numbers (+1). Eleven digits starting with 1 are read as +1. Numbers starting with + are kept as written.
- Include the area code. Remove extensions first. A number like
239-555-0100 x12becomes one long, wrong number. - Imported leads start with the status New.
Limits.
- File size: 10 MB per upload. There is no separate row limit, but the app waits only 30 seconds for an upload, so split very large lists into several files.
- Duplicates: CSV upload does not deduplicate phone numbers or legacy contact IDs. Uploading the same file again inserts the valid rows again, including when legacy ID headers are present. Those IDs are stored only in import metadata; CSV upload leaves the lead's legacy identity column empty (NULL), so its unique index does not prevent these duplicate rows. De-duplicate before uploading, and review the list before retrying an upload.
- File format: plain CSV with a comma between columns, saved as UTF-8 (Excel: "CSV UTF-8"). Every row must have the same number of columns as the header row, and every opening quote needs a closing quote; otherwise the whole file is rejected.
If the upload fails.
| Message | What to do |
|---|---|
| No valid leads found in CSV | No row had a readable phone number. Check the header row, rename your phone column to phone, and make sure numbers are in that column. |
| CSV file is required | No file reached the server. Choose the file again. |
| Internal Server Error | This can mean a file over 10 MB, a malformed CSV (uneven columns or an unclosed quote), or another server error. Oversize and parsing failures happen before rows are inserted. Check the list count before retrying, re-save as CSV UTF-8, check the row lengths, or split the file. |
| Upload failed | The upload may have taken longer than 30 seconds or the connection dropped. The server may still have imported rows: check the list count before retrying so you do not add duplicates. For a new attempt, split the file. |
Still stuck?
See support for what to include, then email support@dialbreeze.com. Never send passwords, webhook secrets, card details or lead lists by email.
More help: Caller ID and numbers · Make a test call to your own phone · Run your first campaign · Common errors and fixes · Billing and cancellation · All help