How to import your calling list into Acarda Outbound

calling list dataEach campaign in Acarda Outbound has an associated calling list which we call the Dial List. Your calling list will likely come as an Excel spread sheet or it may already be in a csv file format. It is easy to take your Excel format and use Save As a csv file.

In Acarda Outbound, to import your calling list take the following steps:
1. Under the Manager tab click on the Dial List icon in the Import Group. This will bring up the Import Dial List screen.
2. Select the campaign from the drop down list that you want to import to. If you campaign is not yet set up then prior to importing you need to click on the Setup tab and then the Campaigns icon and add your campaign name.
3. Once you have selected the campaign then select the Import File by clicking on the ellipsis button (…)

import calling list screen

4. If you have a header in the top of the import file that states the name of the columns but does not contain real data then check the Ignore Header check box.
5. It is a good idea to click the Reset button on the lower left side of the screen to clear out past File Column Positions. Of course if the data is the same format as the last import then there is no need to do this. Please note during import if you get an error message about the input array being longer than the number of columns in the table the nit probably means you have a number in the File Column Position that is too high.
6. Now match the File Column Positions of you data (as shown in the Import File Preview window) to each Database Field Name that you want to import to. You could try the Auto Detect feature if you have checked the “Ignore Header” check box.
7. Then when ready click the Import button.

We have a YouTube video on how to import your data into Acarda Outbound. Please take a look at http://www.youtube.com/watch?v=Ivm4mT45Yf0

In the Advanced Edition there is a really useful feature to allow you to save the import settings that link the calling list data to the File Column Position. This means if you work with several different list formats you can save each format to a template and then the next time you go to import that sort of file you imagecan just click on the File Definitions Templates drop down list to find the one you used last time.

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