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Audience

  • Operators bulk-loading a contact list into a workspace
  • Teams preparing prospect lists for outbound calls or SMS
  • Anyone moving contacts across from a spreadsheet or another system

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Prerequisites

  • Access to the Contacts page in your workspace
  • A contact file in CSV or Excel (.xlsx / .xls) format

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Overview

You can import contacts from any CSV or spreadsheet — there is no fixed template and no CRM export required. Drag and drop your file, and Voqo automatically works out which columns hold phone numbers, email addresses, and names. You then see a row-by-row preview showing exactly which contacts are ready, which are duplicates, and which will be skipped — before anything is saved. This is the default way to add contacts in bulk. If you have a full backup export from VaultRE or AgentBox, there is a separate option for that (see Import a CRM export below).

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Import any CSV or spreadsheet

  1. Open Contacts and select Add Contact → Import Contacts.
  2. Drag and drop your file onto the upload area, or select it with the file picker. Both CSV and Excel files are accepted.
  3. Voqo auto-detects your phone, email, and name columns and shows a preview.
  4. Check the detected columns. If anything is mapped to the wrong column, open Change mapping and pick the correct phone, email, or name column — the preview and the ready/duplicate/skipped counts update instantly, without re-uploading your file.
  5. Review the per-row preview, then select Import Contacts.
Your contacts are saved straight away, and the result tells you how many were created, updated, and skipped.

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Map address columns

If your file holds addresses, Voqo saves them on each contact. Headers such as Address, Street, Suburb, City, State, Postcode and Zip are detected for you. The preview shows each row’s address and how many rows have one. To change the address columns, open Change mapping. In the Address section, pick the column for Street, Suburb, State and Postcode. Each one is optional, and you can choose No … column to leave a part out. A sample value from your file shows under each choice. An address never decides whether a row is Ready. When a contact already exists, Voqo fills its address only if the address is empty. An address you typed in by hand is never overwritten.

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Auto-detected columns

Voqo reads your file’s headers and content to find the right columns for you, so column order and naming do not matter. It handles the messy realities of real spreadsheets — extra columns, blank cells, and phone numbers that Excel has reformatted as numbers all come through cleanly. You stay in control: if a column is detected incorrectly, choose the correct one from the dropdowns before you import.

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The preview: Ready, duplicate, or skipped

Before you commit, every row is checked and labelled so there are no silent surprises:
  • Ready — the row has a valid phone number or email and will be imported.
  • Duplicate — the contact already exists in your workspace. It will be updated rather than added again, so you never end up with duplicates.
  • Invalid / skipped — the row has neither a usable phone number nor an email, so there is nothing to import. These rows are clearly flagged with the reason.
The preview shows running counts of each, so you know exactly what will happen when you select Import Contacts.

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Email-only contacts are welcome

A contact does not need a phone number to import. A row with just an email address — no phone — is treated as Ready and imported normally. This is ideal for lists where you only hold email details for some people. A row is only skipped when it has neither a phone number nor an email.

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Where your imported contacts appear

Once the import finishes, your new contacts are available immediately across your workspace. To see just the ones you imported this way, open the source filter above the contacts table and choose CSV Upload. Every contact you have ever imported from a CSV or spreadsheet stays under that filter, even if a connected CRM later takes over managing them. See the Contacts Table guide for more on the source filter.

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Import a CRM export

If you are importing a full backup export file from VaultRE or AgentBox, use the VaultRE / AgentBox export option in the import dialog instead of the default importer.
  • Choose VaultRE / AgentBox export, then upload your export file.
  • Voqo uses the matching CRM’s export format to read the file and import the contacts.
Use this only for genuine CRM export files — for everyday spreadsheets and generic contact lists, the default drag-and-drop importer above is the better choice.

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Troubleshooting

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My file is too large

Contact files can be up to 32MB. If your file is larger, split it into smaller files and import them one at a time.

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I have too many rows

A single import can contain up to 50,000 rows. If your list is bigger, split it into multiple files and import each in turn.

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Some rows were skipped

A row is skipped when it has neither a phone number nor an email address — there is nothing to save. The preview flags each skipped row with the reason before you import, so you can correct your source file and re-import if needed.

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A column was detected incorrectly

Use the Change mapping dialog in the preview to point Voqo at the correct phone, email, or name column. The preview and the ready/duplicate/skipped counts refresh straight away — you do not need to re-upload the file.

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My imported contacts are fewer than expected

  • Check the preview counts before importing — skipped rows are those with no phone or email.
  • Remember that duplicates are updated, not added, so re-importing a list you already have will show as updates rather than new contacts.
If something still is not working, contact support with your workspace name and a sample row from your file.