Spreadsheet Outbound AI

Upload Excel Lists & Launch AI Calling Campaigns in Minutes

No complex software setup required. Drag and drop your phone list CSV, map column fields, and watch Vistara AI execute calls automatically.

Updated

Drag & Drop CSV Import

Upload .xlsx or .csv files directly from your browser.

Personalisation From Your Columns

Any column becomes a variable in the script, so the agent can reference the specific model, amount or appointment from each row.

Pre-Flight Validation

Invalid numbers, duplicates and blank rows are flagged before dialling starts, rather than showing up as failures in your results.

Results Export in the Same Shape

Download outcomes as a file with your original columns plus the call results, so it drops straight back into whatever you were already using.

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The fastest route from an idea to a live calling campaign is a spreadsheet. Most teams already have their contacts in one — exported from a CRM, downloaded from an ad platform, or maintained by hand — and requiring an API integration before the first call is a good way to ensure the pilot never happens.

Upload a file, map the columns, choose an agent, and the campaign runs. No engineering involvement, no procurement cycle, no waiting for a developer to become free. The integration work, if you decide you want it, can happen after you have proof that the calls work.

Minutes
From File to First Call
CSV & Excel
Both Supported
No code
Column Mapping in the UI
Auto
Deduplication and Validation

Preparing a File That Produces Clean Results

Most disappointing first campaigns are traceable to the file rather than the agent. Ten minutes of preparation prevents a week of confusing metrics.

  • One number column, consistently formatted — Decide on a format and apply it. Mixed formats with and without country codes are the most common cause of failed dials.
  • Remove duplicates before uploading — The same person appearing three times gets called three times, which is both wasteful and the fastest route to a complaint.
  • Include the personalisation columns — Name, the product they enquired about, the amount, the date. An agent that opens with specifics performs noticeably better than one that opens generically.
  • Add a source column — Knowing which campaign or channel each contact came from lets you compare performance by source afterwards. Adding it later is impossible.
  • Strip contacts who have opted out — Check against your suppression list before uploading, not after the calls have gone out.
  • Start with a small test file — Twenty rows including your own number. Catching a mapping error on twenty rows is free; catching it on twenty thousand is not.

When to Move From Files to an Integration

File upload is the right starting point and the wrong long-term answer for anything recurring. These are the signals that it is time to connect the source directly.

  • You are uploading more than weekly — Manual repetition is where errors and forgotten uploads enter the process.
  • Speed to lead matters — A file uploaded once a day cannot deliver a 30-second callback. If timing is your value, you need a webhook.
  • Results need to reach the CRM — Manually merging call outcomes back into your CRM is tedious and reliably stops happening after a few weeks.
  • Multiple people run campaigns — Shared manual processes drift. Different people prepare files differently and your data becomes inconsistent.
  • Volume is growing — Above a few thousand contacts a month, the manual overhead outweighs the integration effort by a wide margin.

The sensible sequence is file upload for the pilot, integration once the calls are proven. Building the integration first is how teams spend three weeks on plumbing before discovering the script needed rewriting.

Frequently Asked Questions

How many contacts can I upload in one file?
Upload files with tens of thousands of contacts seamlessly.
How many contacts can one file contain?
Large lists are supported, and the practical constraint is usually how many qualified leads your team can follow up rather than the file size. For very large lists, splitting by segment produces more interpretable results than one merged upload.
What file formats work?
CSV and Excel. Column mapping happens in the interface, so your file does not need to match a fixed template — you point each column at the field it represents.
Can we schedule a campaign to start later?
Yes. Upload now, schedule the start for a specific date and time, and set the calling window. Queued calls respect permitted hours rather than dialling as soon as the file lands.
How do we get the results back?
Export a file containing your original columns plus disposition, structured fields, transcript and recording links — so it merges straight back into whatever system the list came from.
What happens to invalid numbers in the file?
They are flagged during validation before dialling and reported separately, rather than counting as failed calls. This matters because invalid numbers otherwise silently distort your connect rate.

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