Uploading Bulk agents on CallHub

Got a long list of agents to add? Skip the repetitive data entry and import them all at once from a CSV file.

Why use this

Adding agents one at a time doesn't scale for a large campaign. It means repetitive manual entry, delays while agents wait on email activation links that can get lost in spam, and workarounds that still don't automate steps like password setup. Bulk import fixes all of that: you upload one CSV with your agents' details, the same way you'd upload a contact list, and CallHub creates every account at once.

Before you start

• Access: Campaign Manager or admin access to Agents.
• Prepare your CSV: include first name, last name, username, email address, and team, if applicable.
• Time: a few minutes, regardless of list size.

ⓘ Username and email address are mandatory fields. Any row missing either one is skipped, and that agent won't be imported.

Import your agents

1. On the left navigation bar, click Agents.

2. Click + New Agent, then choose Import Agents. 

   

3. Choose your CSV file with the agent information. 

   

4. Map the file's columns to CallHub's default columns. 

   

5. Click Start Import. 

   

Notes & limits

ⓘ Rows missing a username or email address are skipped automatically. Check the Import summary to see exactly which rows didn't make it and why.

FAQs

What fields does my CSV need? 
First name, last name, username, email address, and team, if your account uses teams. Username and email address are mandatory.

What happens to rows missing a required field? 
They're skipped and not imported. The Import summary tells you which rows failed and why.

Where do I see which agents failed to import? 
The Import summary that appears once the import finishes.

I'm getting import errors. How do I fix them? 
See Errors while importing agents in bulk: How to resolve.