Load and verify leads from a CSV

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1. Prepare the list and CSV

These steps target VICIdial Admin 2.14-969a, SVN 4037 / database schema 1748. Substitute unused IDs for LAB01, LABTEAM, learner1, 8001, 90001, SALESDEMO and DEMOIVR if any already exist. Labels and options may differ on other builds. The configuration checks below do not establish that a call, audio, or carrier route has been tested.

The real browser recording uses the fifth-generation loader on SVN 4037. The practice file has three rows and no header; all three fictional contacts share 9001001. No call is placed.

1. Open Lists → Show Lists → 90001 and confirm Campaign is LAB01 and Active is Y. Keep campaign LAB01 inactive for this import demonstration.
2. Download vicidial-practice-leads.csv below. Its columns are phone_number, phone_code, first_name, last_name and vendor_lead_code, with no header row.
3. Confirm the destination list is empty before this first load. If the three practice records are already present, inspect them rather than importing again.

List ID

90001

phone_number / phone_code

9001001 / 1

Practice records

Test One, Test Two and Test Three; BEGINNER-01 through BEGINNER-03

You should seeList 90001 belongs to LAB01 and the file has three fictional data rows without a header.

Download the three-row practice CSV →

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2. Upload and map fields

The recording shows the actual file selection, two loader submissions and saved result. Field positions differ between loader versions; use the visible field names.

1. Open Lists → Load New Leads and choose vicidial-practice-leads.csv in Load leads from this file.
2. Select 90001 - Practice list in List ID Override. Set Phone Code Override to Load from Lead File, File layout to use to Custom layout, and Attempt column auto-detection to No.
3. For this three-row synthetic file, choose NO DUPLICATE CHECK, NO USACAN VALID CHECK and DISABLED for Required Phone Number Length. Disabling the duplicate check preserves the three different fictional contacts that share one internal number.
4. Click SUBMIT to open the mapping screen. Map Phone Number to column 1 (9001001), Phone Code to column 2 (1), First Name to column 3 (Test), Last Name to column 4 (One), and Vendor Lead Code to column 5 (BEGINNER-01). Leave unused fields unmapped.
5. Review the mapping; this file has no header row to skip. Click OK TO PROCESS once and read the actual Load Summary.

View a still screenshot

Lead loader

Open to enlarge

You should seeThe recorded first import reports Good 3, Bad 0, Total 3. If a field or count differs, inspect the file and existing leads before retrying.

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3. Verify the saved leads

An import result establishes ingestion. It does not establish dial eligibility, registration, audio or a completed call.

1. Reopen list 90001 and check Campaign LAB01, Active Y and the lead count of 3.
2. Click the lead count to open its filtered search. Inspect Test One, Test Two and Test Three and their vendor lead codes.
3. Open one lead and check list_id 90001, phone_number 9001001 and phone_code 1. Keep the campaign inactive until a separate authorized call test is ready.

View a still screenshot

Enter practice lead search filters

Open to enlarge

You should seeVerify the three fictional leads using the actual loader report, list count and authorized lead records. The separate unsent search-form example shows criteria only; do not re-import to fix an unexplained discrepancy.