How do I import my contact list into Miss Callaway?

Importing your contact list into Miss Callaway is done through the dashboard's Contacts section, where you can upload a CSV file containing your existing client or lead data. Before you upload, make sure your CSV is formatted correctly — at minimum, you'll want columns for first name, last name, and phone number, though you can also include fields like email, company name, and any custom notes that help the AI recognize returning callers and personalize interactions.

Once you're in the Contacts section, look for the "Import" or "Upload Contacts" option and follow the field-mapping step, which lets you match your CSV columns to Miss Callaway's contact fields. This step matters because if your spreadsheet labels a column "Phone" and the system expects "Primary Phone," a mismatch could cause data to import incorrectly or get skipped entirely. Take a few minutes to review the mapping before confirming. After the import completes, the system usually shows you a summary of how many records were added, updated, or flagged with errors so you can fix any issues right away.

If your contact list lives in a CRM like HubSpot, Zoho, or a similar platform, check whether Miss Callaway offers a direct integration rather than a manual CSV export. Direct integrations keep your contact data synced automatically, which saves time and reduces the chance of the AI working from outdated information. If you run into trouble during the import process, Miss Callaway's support team or documentation can walk you through format requirements specific to your account setup.

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