CallPal
Power dial a CSV
No CRM required. Upload a file with names and numbers, map two columns, and start calling the whole list, in order, through the power dialer.
- Up to 50,000 rows per file
- Every column kept
- No CRM needed
What you can do with CSV and CallPal
From file to first call in minutes
Upload, confirm which column is the name and which is the phone number, and the list is a calling queue. CallPal suggests both from your headers, so there’s usually nothing to change.
Every other column comes with it
Territory, source, last touch, whatever your list carries: each column becomes a field on the contact, typed from its values, and available to filter and sort a calling list by.
You see exactly what came in
Rows without a usable name or phone number are listed for you. A file that imports 812 of 900 rows shows you which 88 were left out and why.
Nothing to authorise
There’s no account to link and no permission to grant. The file is the whole connection, which is why a list someone hands you can be live a minute later.
| Name | Phone | Country | Status | Owner | ||
|---|---|---|---|---|---|---|
DWDana Whitfield | •••• 0142 | [email protected] | US | Qualified | Jordan Lee | |
MBMarcus Bell | •••• 0177 | [email protected] | UK | Follow-up | Jordan Lee | |
PNPriya Nair | •••• 0163 | [email protected] | US | New | Priya Nair | |
TATom Alvarez | •••• 0128 | [email protected] | US | Contacted | Marcus Bell |
What CallPal imports
A CSV is one list, and CallPal treats it as one.
- Your sheet
- One list per file, named after the file itself so you recognise it later. Your header row becomes the fields, and each column’s type is worked out from the values below it.
Up to 50,000 rows per upload. A longer file brings in the first 50,000 and tells you how many were left over.
Why dial a CSV in CallPal
Not every calling list starts in a CRM. Lists arrive from a conference, a partner, a research vendor, or an export someone did months ago, and the calls are usually needed today, not after an import project.
CallPal treats a spreadsheet as a proper source rather than a lesser one. It gets the same setup, the same choice of fields, the same tab in your contacts and the same power dialer as a CRM connection. The only difference is where the rows came from.
It’s also the least committal way to try CallPal. Upload a real list, place real calls on your own SIP trunk, and hear how it sounds before you connect anything to your CRM.
How to connect CSV
- Step 01
Export your list as CSV
Any tool that exports a spreadsheet will do. The first row must be the header row.
- Step 02
Upload it in CallPal
Settings → Integrations → CSV. Drop the file in; CallPal parses it and shows you what it found.
- Step 03
Confirm the columns and dial
Check the suggested name and phone columns, keep the other fields you want, and hand the list to the power dialer.
The CSV integration at a glance
- How you connect
- Just upload the file
- What imports
- One calling list per file
- How many rows
- 50,000 per upload, and it tells you if there were more
- Where calls appear
- In your CallPal call history, with the recording
- Updating the list
- Upload a new file to replace it
What people ask about CSV
How big a file can I upload?
Up to 50,000 rows. If your file is longer, CallPal brings in the first 50,000 and tells you how many were left over, so split the file to bring in the rest.
Do calls get logged anywhere?
In your CallPal call history, with the recording, outcome and duration on every call. A file has nowhere to write back to, so CallPal keeps the full record itself.
How do I refresh the list?
Upload the file again. The newest upload is the list, so re-importing simply replaces it.
Which columns are required?
A name and a phone number. CallPal suggests both from your headers, and any row missing either is listed for you afterwards with the reason.
Other integrations
Calling, recording and reporting work the same way whichever of these you bring, and you can connect more than one.
Start calling from your CRM today.
Sign up, connect your phone provider, and make your first call. Your own CRM, your own data.
- Every feature, up to 5 people
- No card, nothing to cancel
- Your CRM, your phone provider
Or write to us at [email protected].