Campaigns
CSV Upload
Get your lead list into Katexs cleanly, with every column mapped to something your agent can use.
File requirements
- UTF-8 encoded .csv with a header row.
- One phone column in E.164 format (+15550142) or a consistent local format.
- Up to 50,000 rows per upload.
Example file
csv
first_name,last_name,phone,email,last_visit
Maria,Lopez,+15555550142,maria@example.com,2026-02-14
Devon,Price,+15555550188,devon@example.com,2025-11-03Column mapping
| CSV column | Agent variable | Used for |
|---|---|---|
| first_name | {{first_name}} | Personalized greeting |
| phone | system | Dial target |
| last_visit | {{last_visit}} | Reactivation context |
Validation
Katexs validates every row before launch: invalid numbers, duplicates, and rows on your do-not-call list are flagged and excluded from the campaign.