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Data Import

Manager+ Feature

Data import capabilities are available to Department Manager and Administrator roles only.

Overview

DutyCall's data import features allow you to bring contact data into the platform from external sources for use in campaigns, call lists, and customer management.

Import Sources

Google Sheets

Import contact lists directly from Google Sheets using public share URLs. No authentication required - just share your sheet publicly and paste the link.

Use cases:

  • Bulk import campaign contacts
  • Sync customer lists from external systems
  • Import volunteer/agent contact databases
  • Load testing data

Learn more about Google Sheets import →

Import Workflow

All imports follow a standard workflow:

  1. Source Selection: Choose your data source (Google Sheets, CSV upload, etc.)
  2. Data Fetch: System retrieves and parses the data
  3. Preview: Review the data before importing
  4. Column Mapping: Map source columns to DutyCall contact fields
  5. Validation: System checks data format and required fields
  6. Import: Data is loaded into your contact database
  7. Confirmation: Review import results and any errors

Security & Privacy

Read-Only Operations

All import operations are read-only:

  • DutyCall never writes to your external sources
  • No modifications to your Google Sheets or files
  • One-way data flow (source → DutyCall)

Data Handling

  • Imported data is stored securely in your DutyCall account
  • Access controlled by role permissions
  • Data subject to your organization's retention policies
  • Can be deleted via Data Management tools

Public Sheet Requirements

For Google Sheets imports:

  • Sheet must be publicly accessible (view-only link sharing)
  • No Google account authentication required
  • DutyCall does not access private/restricted sheets

Coming Soon

Future import sources will include:

  • Direct CSV Upload: Upload files from your computer
  • Salesforce Integration: Sync contacts from Salesforce CRM
  • HubSpot Integration: Import from HubSpot contact database
  • API-based Import: Programmatic bulk imports via REST API
  • Scheduled Imports: Automatic periodic syncs from external sources

Ready to import contacts? Start with Google Sheets Import →