Import Guide
Everything you need to know about importing claims via CSV or Excel files.
Quick Start
Download a template
Grab the CSV or Excel template below and use it as a starting point.
Fill in your data
Add your claims data following the column format. Required fields are phone number, first name, last name, and amount.
Upload in the wizard
Go to Campaigns > New Campaign > Import step and drop your file. We handle the rest.
Column Reference
Your file must include these column headers (case-insensitive). We also accept common aliases.
Required
| Field | Accepted Headers |
|---|---|
| phone_number | phone, tel, telephone, mobile, telefon |
| debtor_first_name | first_name, firstname, ime |
| debtor_last_name | last_name, lastname, surname, priimek |
| amount_owed | amount, balance, debt, znesek, dolg |
Optional
| Field | Accepted Headers |
|---|---|
| debtor_title | title, salutation, naslov |
| debtor_email | email, e-mail, mail |
| currency | valuta |
| reference_number | reference, ref, invoice, referenca |
| due_date | due, datum, rok |
| notes | note, comment, comments, opomba |
Template Downloads
Download a ready-to-use template with 5 example rows and all 10 columns.
Tips & Troubleshooting
File size limit
Maximum file size is 10 MB. For larger datasets, split into multiple files.
Supported formats
CSV (.csv), Excel (.xlsx), and legacy Excel (.xls) are supported.
Phone number format
Use international format with country code (e.g. +49170123456). We auto-detect most common formats.
Default currency
If no currency column is provided, all amounts default to EUR.
Common errors
Missing required fields, invalid phone numbers, or negative amounts will cause rows to be skipped. Check the import summary for details.
Ready to start?
Create your account and import your first campaign in minutes.