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Overview

The Contacts page is where you manage who your agents will call. You’ll find it in the left menu, under Telephony (open it here). From here you can:
  • Add contacts manually, one or many at a time.
  • Upload a CSV to import a larger list.
  • Search and filter your contact list.
  • View and edit each contact.
  • Export your contacts to CSV.
  • Start a campaign with the contacts you select.
  • Delete selected contacts (permanent).
Contact List with two example contacts selected and the Delete Selected, Start Campaign, Add Contact and Export to CSV buttons, plus search and Filters

Screenshot: the Contact List. When you select contacts, the Delete Selected, Start Campaign and Export to CSV buttons appear.

If you don’t have any contacts yet, the page shows No contacts found with the Add Contact and Upload CSV buttons.

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Add contacts manually

Manual entry is best when you’re adding a few contacts quickly, or pasting them from a spreadsheet.

Video: Add Contact → fill in two example contacts → Add Column → Save Contacts.

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Steps

1
Click + Add Contact. The Add Contacts window opens with a grid.
2
Fill in each row:
  • Name
  • Phone Number (required)
  • Email (optional)
3
Click Add Row (or press Enter) to add more people.
4
Click Save Contacts.
Phone Number is required for every contact. If it’s missing, the window shows Phone number is required.

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Editing tips (like a spreadsheet)

The window lists these Quick Tips:
  • Click and drag to select multiple cells.
  • Use Ctrl+C (Cmd+C on Mac) to copy selected cells.
  • Click any cell and press Ctrl+V (Cmd+V on Mac) to paste data.
  • Press Escape to clear the selection.
  • Double-click a cell to edit its content.
  • Press Enter to add a new row.
If your contacts are already in Google Sheets or Excel, copy the cells and paste them directly into the grid.

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Optional columns

Above the grid you can see the current columns (Columns: name, phoneNumber, email). Click Add Column to add your own field, for example company or city. In Add New Column, type a Column Name and click Add Column. Names are converted to lowercase with underscores. You can later use these columns in the contact filters.

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Import contacts from a CSV

CSV import is best for larger lists.

Video: Upload CSV → Map Columns → review the contacts in Add Contacts.

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Upload requirements

  • File type: CSV only.
  • Max size: 10MB.
  • You can click to select the file or drag and drop it.
Common mistake: Uploading an .xlsx file. Export it as CSV first.

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Upload a CSV

1
Click Upload CSV. The Upload CSV File window opens.
2
(Optional) Click Download Template to start from the recommended format.
3
Click Select File, or drag the file into the upload area.
Upload CSV File window with the Download Template button, the drag and drop area, CSV files only (max. 10MB) and the Select File button

Screenshot: the Upload CSV File window, with the CSV-only requirement and the 10MB limit.

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Map your columns

After the upload, the Map Columns window shows the file name and how many contacts it has. Under Map Your Columns, choose which column of your file goes to each field:
  • Phone (required)
  • Name
  • Email
If your numbers don’t include +, choose their country in Numbers don’t include “+”… choose a country, so Callin.io can add the country code. Below, you’ll see a preview of your contacts. Click Continue: the contacts open in the Add Contacts grid, where you can review or fix them before clicking Save Contacts.
If Phone is not mapped, the import can’t continue.

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Validation rules (applies to manual + CSV)

  • Phone numbers must include a country code (example: +1234567890).
  • Phone numbers must be 7–15 digits (excluding the country code).
  • Phone numbers are required for all contacts.
  • Email addresses must be valid if provided.
  • Fields with validation errors are highlighted with a red border.
  • Empty fields are highlighted with a red border.
If your CSV has phone numbers without country codes, choose the country when you map the columns, or add the code before importing.

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Manage your contact list

Video: view and edit a contact → select contacts → Filters → Start Campaign → Delete Selected.

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Search and filters

  • Use Search contacts… to find people by name, phone, or email.
  • Click Filters to open Advanced Filters, then Add Filter. Each filter has a field (name, email, phoneNumber, or any column you added), a condition (Equals, Not Equals, Contains, Starts With, Ends With, Is Empty, Is Not Empty), and a value.
The panel shows how many contacts match. Click Select All Filtered to select them all (for example, to start a campaign), or Clear All to remove the filters.
Advanced Filters with a filter name Contains Emma, 1 contact match and the Select All Filtered button

Screenshot: a filter that finds the contacts whose name contains “Emma”.

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View and edit

In the Actions column:
  • The eye icon opens Contact Details, with the contact’s name, email, and phone number.
  • The pencil icon lets you edit the contact directly in the list. Click the save icon to keep the changes. You’ll see Contact edited successfully.

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Export to CSV

Select contacts with the checkboxes and click Export to CSV to download them. The checkbox in the header selects all the contacts on the list.

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Start a campaign from Contacts

1
Select one or more contacts using the checkboxes.
2
Click Start Campaign.
3
Enter a campaign name and choose an agent in Select agent.
4
(Optional) Turn on Follow-up Calls.
5
Click Start Campaign.
When Follow-up Calls is on, for each contact with an unanswered or busy call, follow-up attempts are scheduled:
  • After 2 hours
  • After 1 day
  • After 3 days
Start Campaign window with an example campaign name, a selected agent and Follow-up Calls turned on

Screenshot: starting a campaign with the selected contacts.

If you’re testing, start with a small selection (5–10 contacts) to check that your agent and script behave as expected.

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Delete selected contacts (permanent)

1
Select the contacts you want to remove.
2
Click Delete Selected.
3
In Delete Contacts, type DELETE to confirm and click Delete.
Delete Contacts window warning that this is a permanent action, with DELETE typed in the confirmation field and the Delete button

Screenshot: the deletion only goes ahead after you type DELETE.

This is a permanent action and cannot be undone. If you might need the contacts later, export them to CSV first.