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How to integrate Google for CSV uploads
Updated 9 months ago

The Google integration allows you to upload CSV files that can be used as lists to call from in Orum. 

As an admin user, you must first enable and, set up the integration by signing into Orum through Google. From there, any user will be able to upload CSV files to call from. 

Setting up the Integration

Admin enabling the Integration

As an admin, you can easily enable and connect the integration to your Google account by logging in to Orum.

After, we recommend following our Admin setup guide to start getting the most out of Orum. 

 

Importing a CSV file 

Any user will be able to upload a CSV file, please ensure the CSV meets the following criteria:

  • The first row should contain unique headers for each column.
  • Each subsequent row should contain data for a single prospect.
  • There is either one "Name" column or both a "First Name" and "Last Name" column that contain the name of the prospect.
  • There are one or more columns with the word "Phone" in them that contain telephone numbers.

You can download our CSV template to see what fields we recommend. 

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