Managing your contacts in CallHippo involves importing them into the system and exporting them when needed. Here's how you can do both:


Step 1: Log in to your CallHippo Dashboard - https://web.callhippo.com/dashboard.


Step 2: Locate the “User Profile” located at the top right corner of the screen with the user name.


Step 3: Click on the User Profile to see a dropdown list of options.


Step 4: Select the option ‘Import Contacts’.




Step 5: Upon selecting, you will land on a page where you can upload the contact list. Please note that the contact list must be uploaded in a specific format. You can ensure this by downloading the provided template from the system.

    

    


Step 6: Similarly, select the option labeled ‘"Export Contacts’ to start the process of saving your contacts to a file.


Note: The exported data will be downloaded in .csv format


Business Use Cases for Importing & Exporting Contacts

Efficient Contact Management for Sales & Support Teams

  • Sales teams can quickly upload bulk lead data, reducing manual entry.

  • Customer support teams can maintain a structured contact list for quick access.

Smooth CRM Integration

  • Businesses using external CRM tools can easily import contacts for seamless calling.

  • Contacts can be exported from CallHippo and uploaded into other platforms for analysis.

Backup & Data Security

  • Ensures contact data is backed up and retrievable in case of system updates or migration.

  • Enables businesses to keep offline records for compliance and auditing.

Marketing & Outreach Campaigns

  • Contact lists can be imported for outbound marketing campaigns.

  • After campaigns, contacts can be exported for reporting and further segmentation.

Onboarding New Teams

  • New agents can quickly access pre-uploaded contacts instead of manually entering details.

  • Teams can import customer databases when expanding into new markets.

FAQs About Managing Contacts in CallHippo

1. What file format is required for importing contacts?
 ✔ Contacts must be uploaded in CSV format, following the system-provided template.

2. How do I ensure my contact list is formatted correctly before importing?
 ✔ Download the template file from the import section and structure your contacts accordingly.

3. Can I import contacts with additional details like email and company name?
 ✔ Yes, the system allows additional fields like email and company name.

4. Will my exported contacts include call history and notes?
 ✔ No, only basic contact details (name, phone number, and email) are included in the exported CSV file.

5. How frequently can I import or export contacts?
 ✔ There is no limit—you can import/export contacts anytime based on business needs.

6. What should I do if my contact import fails?
 ✔ Ensure:

  • The file is in CSV format.
  • The headers match the template.
  • The phone numbers are correctly formatted.

7. Can I edit contacts after importing them?
 ✔ Yes, imported contacts can be edited manually in the CallHippo dashboard.


Managing contacts efficiently in CallHippo ensures seamless communication, better customer engagement, and streamlined workflow, making it an essential feature for sales and support teams.