KesyAdd contacts with a CSV
Your CSV needs only Name and Phone. Every extra column — like Last Visit or Due For — becomes a detail Kesy uses on that person’s call.
1:03What’s said in this video
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 the last visit date and what each person is due for.
Click to upload your file.
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 Sarah hears her own dates, and James 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.