To dial a list in Koncert, you need to first import your CSV file into Koncert. Both CRM and Non-CRM users can use this feature to upload a list from their computer.

PRE-REQUISITES: Before uploading the file, you have to verify the following:

• File size should not be greater than 3MB
• First row of the CSV file must contain Column Headers
• No blank columns between other data
• Column headers should not be blank
• The list should at least include an Account Name, Contact/Lead Name, and a valid phone number (10 digit numbers).

CSV files can be uploaded from:

User

• Lists tab » Add from CSV – When lists are added into the Lists tab, they can be uploaded and dialed whenever needed.

Manager/Admin

• Lists » My Lists tab » Add Lists » Add from CSV – When lists are added to the Lists tab, they can be uploaded and dialed whenever needed.

Below you can find how to upload a CSV file from the ‘Lists’ tab.

1. Go to the ‘Lists’ tab in the Koncert portal.

2. Click on Add Lists » Add from CSV.

3. After the ‘Add Records From CSV’ window pops up, click the Click to upload link and select the CSV file. You can also upload the CSV file by dragging and dropping it.

4. The selected file name will be displayed along with the file size, and the file name will also be displayed in the List Name field. Click Next to configure Lead Pool Settings.

5. Click Next to configure the call settings for this list. This will be enabled on a request basis.

• Name – Defaults to the logged-in user name.

• Company – Name of the Organization.

• Caller ID – Choose a Caller ID from the dropdown on how you want your prospect to see your phone number coming in. Defaults to Automated Local Presence. if needed, you can change it.

The available options are – Mapped Caller ID, Custom, and Random.

• • Automated Local Presence – This option provides local presence to the prospects. A pre-set pool of Caller IDs is added to the system and mapped to the area codes being dialed.

• • Custom – When selecting this option, the Caller IDs dropdown will be enabled and allow you to select Caller IDs. The selected Caller IDs will be displayed to the prospect. If you choose more than one, they will round-robin.

• • Random – When selecting this option, Koncert will randomly pick an Automated Local Presence Caller ID assigned.

NOTE: Please refer to the section Caller IDs for detailed information about Custom Caller IDs.

• Phone Field – By default, the phone columns selected under the Company Setup » Mandatory Phone Columns field will be displayed. If needed, you can change it.

• Voice Mail (optional) – Choose a default Voicemail from the dropdown that you wish to drop during the session. The selected voicemail will be displayed as default in the Settings Summary window as well as in the Call Disposition window when dialing the prospects. If needed, you can change it here. The VM Toggle in the Settings Summary will be automatically enabled if any of the voicemail is selected.

• Sort By – Select a column from the dropdown to sort the call list e.g. Contact Name. Also, it can be sorted either in Ascending or Descending order upon selection.

The Sort By dropdown list contains all the Standard and Custom fields by which the records can be sorted in the Session tab.

If you have selected No Sort from the dropdown, the records will be sorted in the exact order like how it was uploaded.

If you have selected the option Random, Koncert will randomly sort the records uploaded in the Dialing Session tab, not by any specific columns. Also, the Order dropdown (Ascending or Descending) next to that will be disabled.

NOTE: If you select Random as a sorting option, the records in the Dialing Session tab will keep sorting randomly each time when the session is started.

• Time Zones – Select the required US Time Zones to be dialed. The dialing session will be initiated only for the records in the selected time zone.

To dial international calls, select the time zone International. After that, all the other U.S. Time zones will be disabled or grayed out to restrict dialing records on other time zones.

6. Click Next to set the column mapping.

• Set Column Mappings – This section provides you with a list of Koncert Field names and your CSV file column headers. Map the appropriate CSV column headers with the corresponding Koncert Fields.

If the column headers in the CSV file match exactly with the Koncert Field names, then the mapping will be done automatically, as shown above.

Also, the first three rows from the CSV file will be displayed in the Set Column Mappings section for confirmation.

• Mapping Configuration – You can save the current mappings for future lists, using the Save New Mapping option under the Mapping Configuration section.

Enter the mapping name in the Save New Mapping field and click Save to save the current mapping.

Once a mapping is saved, it will be available in the Use Mapping dropdown.

To remove an existing mapping, select the name and click the Delete icon  next to it.

NOTE: A confirmation message below will be displayed when one or more CSV columns fail to be mapped to Koncert fields in the Set Column Mappings section and you attempt to save the mapping by clicking the Save List button.

Click Confirm to proceed or click the Close  icon to go back and fix the mapping.

But, you cannot skip the mapping for the mandatory columns (Account Name, First Name, Last Name, and Phone). When you attempt to skip, an alert message below will be displayed. Click OK.

7. Click Save List to save the mappings and upload the file. A notification window saying ‘Your List has been saved successfully!’ will be displayed. Click the Close  icon to close the window.

You can see the added list in your Lists tab.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.

NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.