Add phone numbers or edit branding details for many numbers at once, i.e. "in bulk," in the console.
What is a bulk upload?
A bulk upload allows users to add up to 10,000 new phone numbers or edit call branding details (caller display, caller image, call reason, etc.) for numbers already in their account by uploading a CSV file in the phone numbers page under the Branded Call section of the console.
The bulk upload feature can be found on the "Add Branded Call phone numbers" page, which can be navigated by clicking on "Add phone numbers" on the top right corner of the phone numbers page under the Branded Call section.
How do I use the bulk upload feature?
There are 3 steps to uploading phone numbers in bulk:
- Download the CSV template for bulk uploads
- Enter your phone numbers and call branding details into the template file
- Upload the CSV file
Once the CSV file is processed, your phone numbers and branding details will undergo validation by the Hiya Vetting Services team and will be added to your account. If any of the rows in your CSV file are incomplete or incorrectly formatted, a detailed error log will immediately be generated.
1. Downloading the CSV template
On the "Add Branded Call phone numbers" page, click the “Bulk Upload” tab near the top of the page.
You can download the CSV template file by clicking on the “Download the CSV template” or “template file” links.
2. Entering your numbers into the template
Each entry in the CSV template contains 8 fields, 4 are required and 4 are optional.
Required fields
- Two-letter country code: ISO 3166-1 alpha-2 codes for your phone number. For example US for the United States, FR for France, MX for Mexico.
- Phone number without country code:A phone number with the country calling code (+1, +44, +868, etc.) removed. For example, +1 765 457 9211 would be entered as 765 457 9211 and +44 20 3166 6000 would be entered as 20 3166 6000
- Business display name: This will be the name displayed on a device when you make a branded call. This name must represent your company/brand and must adhere to the Hiya content guidelines. This field cannot be empty.
-
Use caller image from default branding? (Y/N): For accounts with a saved default call branding, this field determines whether a phone number should use the caller image associated with that default.
- Y: This phone number will display the caller image from your default branding
- N: This phone number will display no caller image or use the image entered in the Caller image ID field
- You can make changes to your default branding in the console
Optional fields
- State (US only): A valid two-letter abbreviation for a state to be displayed when Branded Call caller location data is used. When no location data is entered, the displayed location will be based on the country code and/or area code of the phone number.
- City: valid city name to be displayed when Branded Call caller location data is used. When no location data is entered, the displayed location will be based on the country code and/or area code of the phone number.
-
Caller image ID: To display a caller image other than the default call branding image, enter the caller image ID for any image already uploaded to your image library
- If you have not uploaded any caller images yet, you can add them via the image library in the Hiya Connect console.
- The caller image ID for a previously uploaded image can be found in the image library
-
Call reason: To provide details on your branded call in addition to your business display name and caller image.
- Call reasons have a maximum length of 50 characters and must adhere to the Hiya content guidelines
- Some examples include:
- Calling regarding your mortgage rate request
- Your delivery is outside
- Confirming your appointment
Tips to avoid errors and failed uploads:
- If a row is missing required information, the phone number will not be registered
- Each row is an entry for an individual phone number and its related details
- The header columns in an uploaded file must match the headers in the CSV template. Do not change the column names or order.
- If any of the rows in your CSV file were incomplete or incorrectly formatted, a detailed error log will be generated
3. Uploading your CSV file
Drag your file to the upload area or browse your computer for your completed upload CSV.
You will be asked how you would like to handle phone numbers in your upload file that already exist in your account. Choose whether you would like to ignore these phone numbers or update them with the details from this upload file.
Once your CSV file is uploaded and processed, you can find details about your upload in the table below the upload area. Upload details are displayed for 90 days.
- Total changes: How many changes were made to your account as a result of this upload. This is a sum of newly added numbers and updates to existing numbers in your account.
- Newly added: How many new phone numbers were added to your account
- Updates to existing: How many phone numbers already in your account were updated
- Errors: How many phone numbers in your uploaded CSV file had errors and could not be processed
- Status: The current status of your file upload. A "failed" status indicates that none of your phone number entries were successful and no changes were made to the phone numbers in your account.
- An error log is available for download with details about any entries that could not be processed
Use the error log to complete your updates
If any errors are identified, the phone number entries with errors are skipped, and a CSV error log containing only the errors is created. Download the file and fix the entries based on the comment provided. Delete the additional column containing the error details and upload this CSV to complete your updates.
Note: Make sure your new CSV matches the headers and formatting requirements of the template file