To dial a list in Koncert, the first step is to import your CSV file. This functionality is available to both CRM users and Non-CRM users, allowing you to upload your contact lists directly from your computer and start dialing seamlessly.

PRE-REQUISITES: Before proceeding with the upload, ensure that the following conditions are met:

• The file must not exceed 3MB.
• he first row should contain column headers (these are required for proper mapping).
• There should be no blank columns between data.
• The column headers must be clear and non-empty.
• The list should at least include an Account Name, Contact/Lead Name, and a valid phone number (10 digit numbers).

Once your report is ready, you can upload it into Koncert via two tabs: Dialing Session and Lists.

• Dialing Session – The Reports can be uploaded directly through the Setting Summary window and can be dialed whenever needed. 

• Lists – When Reports are added to the Lists tab, they can be uploaded and dialed whenever needed.

From the Dialing Session tab:

You can directly import a report from Salesforce into the Dialing Session tab. However, note that only one report can be uploaded at a time from this tab.

1. If your org is Standalone and is not integrated with any Sales Engagement Platform, CSV will appear by default in the Source dropdown.

For CRM orgs and is integrated with Sales Engagement Platforms, you will need to select CSV from the dropdown list.

2. The Search/Upload Lists & Follow-Ups section allows the users to search and import Call lists from Salesforce. 

If no call lists are visible, the dropdown will show the 5 most recent call lists along with quick lists..

If you’ve already uploaded recent call lists, the dropdown will display only the last 4 uploaded lists.

You can directly search and import reports into the Dialing Session tab by selecting the report you wish. 

3. From this dropdown, you can select the desired report, and it will be automatically imported into the Dialing Session tab and ready for use.

NOTE:

• If the selected report is not already in the Lists tab, Koncert will automatically add it there for future reference.

• Additionally, users can search and import any available lists from the Lists tab and dial them as needed.

From the Lists tab:

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. This will open the Add Records from CSV window.

3. Clicking the Click to upload link and selecting your file from the file browser, or dragging and dropping the file directly into the window.

Once uploaded, the file name and file size will be displayed, and the List Name field will auto-populate with the file name.

4.  Click Next to proceed to configure the List Settings.

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

• Company – Name of the Organization. Non-editable field.

• Battlecards – The Battlecards available under Administration » Battlecards are listed here. You can select the Battlecards you wish to use during dialing. These Battlecards will be displayed in the Settings Summary window under the Battlecards section

5. Click Next to proceed to Column Mappings.

6. 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 below.

If any columns are not automatically mapped, you can manually match the appropriate CSV headers to the corresponding Koncert fields.

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

• Mapping Configuration – If you plan to use the same mappings for future lists, you can save the mapping configuration using the Save New Mapping option. Enter a name for the mapping and click Save.

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

To delete an existing mapping, select it from the Use Mapping dropdown and click the Delete icon

NOTE: You cannot skip mandatory fields like Account Name, First Name, Last Name, and Phone. If you attempt to skip any of these columns, you will receive an alert.

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. Once the mapping is confirmed, click Save List. Koncert will upload the file, and a notification will appear. Click the Close icon to close the window.

After saving, the list will be available in the Lists tab for further action.

Upload to Session for dialing

Once you have imported the Call List(s) from your computer, the next step is to upload the Call List(s) into the Dialing Session tab for dialing.

Below you can find how to select and move the imported Call List(s) into the Dialing Session tab:

1. In the Lists tab, check the box next to the call list(s) you wish to upload into the Dialing Session tab. You can select up to four lists at once.

2. Assign a Calling Order (from 1 to 4) for each list. This will dictate the order in which they will be dialed.

3. Click on the Begin Upload button to upload the selected list(s) into the Dialing Session tab for dialing.

NOTE: If multiple lists are selected, Koncert will alert you that the dialing settings from the first list will apply to all subsequent lists.

If you haven't selected a Calling Order, an alert will notify you before proceeding.

Click Confirm to begin and merge the lists or click the Close icon to choose the required Calling Order.

4. The Import Status screen will show the upload progress of each file, including the number of records processed.

Troubleshooting Upload Issues: During the upload process, certain issues may arise if there are discrepancies in your data. Here are some common scenarios and how to handle them:

• Total Contacts – Number of prospects in the list

• Contacts Uploaded – Number of prospects that uploaded successfully

• Missing Contact Name(s) – If any records are missing the Contact Name field, those will not be uploaded.

• Missing/Invalid Phone Number(s) – Records with missing or invalid phone numbers (e.g., incomplete numbers or incorrectly formatted numbers) will also fail to upload.

• Duplicate Contact(s) – If there are duplicate records within the uploaded list(s), they will be excluded from the dialing session.

NOTE: To view more detailed information about these issues, click the Info icon next to each category (e.g., Duplicate Contacts, Missing Contact Names, etc.). 

For example, clicking the Info icon next to Duplicate Contacts will bring up a Duplicate Records window where you can review and manage the affected records.

If you need to keep track of the issues or clean up your data, you can export the list as a CSV file by clicking the Export to CSV button. This allows you to download a copy of the records, including those with issues, for further review or correction.

5. Once everything is ready, click Continue to proceed to the Dialing Session and begin your calls. 

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.