Part 5.5

CSV se contacts jodiye — amount aur due date jaisi extra details ke saathAdd contacts with a CSV — and extra details like amount and due date

CSV mein sirf Name aur Phone zaroori hain. Har extra column — jaise Due Amount ya Due Date — us insaan ki call par Kesy ke kaam aata hai.Your CSV needs only Name and Phone. Every extra column — like Due Amount or Due Date — becomes a detail Kesy uses on that person’s call.

What’s said in this video

Ab, call kise karna hai. Sabse aasaan tarika hai CSV file — apni list Excel ya Google Sheets se CSV mein save kariye.

Isme sirf do columns zaroori hain: Name aur Phone. Uske baad jo bhi columns aap chahte hain ki Kesy call par use kare, jod dijiye — yahan humne Due Amount, Due Date, aur kaunsa Test hua, yeh rakha hai.

Upload karne ke liye click kariye.

Kesy har column padhta hai. Name aur Phone se call lagti hai — aur har extra column us insaan ki call mein kaam aata hai. To Pooja ko uska apna amount aur due date sunai deta hai, aur Amit ko uska.

Har insaan ki details yahin dikhti hain — aage badhne se pehle check kar lijiye.

Pehle se save kiye contacts bhi chun sakte hain, ya Manual mein kisi ko haath se jod sakte hain.

Review aur launch ke liye Next dabaiye.

Now, who to call. The quickest way is a CSV file — save your list from Excel or Google Sheets as CSV.

It needs just two columns: Name and Phone. Then add any other columns you want Kesy to use on the call — here we have Due Amount, Due Date, and the Test they took.

Click to upload it.

Kesy reads every column. Name and Phone are used to dial — and each extra column becomes a detail Kesy uses on that person’s call. So Pooja hears her own amount and due date, and Amit hears his.

You can see each person’s details right here, so check them before you continue.

You can also pick people you’ve saved before, or add someone by hand under Manual.

Click Next to review and launch.

Next: Review kariye, phir launch ya schedule kariyeReview, then launch or schedule