Spreadsheet import
Excel Auto Dialer: Import a Spreadsheet and Call Every Row
The Auto Dialer turns your phone into an Excel auto dialer. Open the workbook in the app, match the columns, and the phone calls each row while you talk.
Excel auto dialer
An Excel auto dialer takes a workbook full of phone numbers and calls them in order, so nobody has to read a number off a screen and key it into a handset. Excel itself cannot do this; it stores the numbers, and a dialer places the calls. The Auto Dialer handles the dialer half on an Android phone or iPhone. The file can come from anywhere: an export from accounting software, a list a client emailed, a sheet a colleague sent on WhatsApp. Share it into the import screen, tell the app which column holds the mobile number and which hold the name and other details, and the rows become leads. On the way in, repeated numbers collapse into a single lead, country codes are sorted out, and any row that cannot be used is reported with its reason. The import accepts 3 formats, Excel, CSV and JSON, so most exports work without conversion.
Excel auto dialer features
| Feature | What it does | Best for |
|---|---|---|
| Three file formats | Reads Excel workbooks, CSV and JSON exports | Lists pulled out of other software |
| Share into import | Takes a workbook passed along from a chat, an email attachment or a download and lands it on the import screen | Lists a manager or client sends you |
| Field matching | Pairs each column heading with a lead detail, your own custom fields included | Workbooks with columns beyond name and number |
| Repeat number removal | Keeps one lead per number however often it appears | Files stitched together from several people |
| Import report | Names every row that was left out and the reason | Correcting the source file once, not every week |
| One list per file | Lets you filter, dial or delete the file's leads as a group; deleting touches only what that file added | Trial lists you may want to undo |
| CSV export | Sends leads and outcomes back out, following the active filter | Reporting to someone who works in Excel |
Excel auto dialer steps
- Put headings in the first row of the workbook and keep the mobile numbers together in one column.
- Store that column as text in Excel, so a leading plus sign or zero is not stripped from the numbers.
- Send the file to your phone by mail or WhatsApp, or download it in the phone's browser.
- Share it into the app's import screen and match the headings to lead fields.
- Read the import report, correct the source file if many rows were skipped, and import again.
- Open the new list, choose your redial rule and start dialing.
Where the list starts out disorganised, the guide to calling a list of numbers covers the clean-up in more depth. If the workbook is updated daily by a form, a connected Google Sheet saves re-importing. Callers on Apple handsets can follow the iPhone auto dial steps once the file is in. If you work from a sheet open in a laptop browser, the auto dialer for PC page shows how a number clicked in Chrome rings on the paired phone.
Excel auto dialer example
Fictional organiser and rounded counts, offered as a walk-through only.
A sales executive at an exhibition organiser in Birmingham exports 250 past exhibitors from the booking system as an Excel file, with columns for contact name, company, stand size and mobile. She mails it to herself, opens it in the app, maps stand size to a custom field and imports. A dozen rows share numbers with others and collapse into single leads. Over two days she calls the list, records who wants a stand at next spring's show, and books reminders for the undecided. At the end of the week she filters the list by the status "interested" and exports it to CSV for her manager's spreadsheet. Teams that outgrow spreadsheets keep the same records in a CRM dialer instead.
Excel auto dialer limits
An imported file is a snapshot. Rows added to the workbook later do not appear until you import again, which is why a live source suits daily leads better. Phone dialing also means one call at a time, so a file of tens of thousands of numbers worked by a big team is a job for call centre dialing platforms. And the source of the numbers matters as much as the tool: a purchased spreadsheet of strangers should be checked against calling rules in each country before the first session. This is general information, not legal advice. Everything else the phone app offers a caller is on the auto dialer app page, with the complete list under auto dialer features.
Excel auto dialer FAQ
11 questions, answered
Can you auto dial from Excel?
Not from Excel alone: a workbook stores numbers but does not place calls. Import the file into a dialer app and it can call each row in turn. With The Auto Dialer the calls go out from your phone’s SIM.
Which Excel auto dialer runs on a smartphone?
The Auto Dialer imports an Excel file straight onto an Android phone or iPhone, maps the columns to lead fields and then dials the rows one by one, logging what happened on every call.
Is The Auto Dialer an Excel auto dialer?
Yes. The Auto Dialer is an Excel auto dialer in practice: it accepts workbooks plus CSV and JSON exports, collapses repeated numbers, sorts out dialling codes, and keeps each file as its own list to call, narrow down or discard.
Do I need to save my Excel file as CSV first?
No. Excel files import as they are, and so do CSV and JSON files. Use whichever format your system exports; the column mapping step is the same for all three.
How do I get the call results back into Excel?
Export the leads to CSV, which opens in Excel. The export follows whatever filter is active, so you can export only one list, one status or one caller’s leads.
How to format phone numbers with country code in Excel?
Set the number column to Text before you type or paste, then enter each number as a plus sign, the country code and the rest of the digits. Stored as text, Excel keeps the plus and any leading zero instead of turning the entry into an ordinary number.
How to import Excel phone numbers to Android?
Share the workbook into the app’s import screen and each row becomes a lead with call, WhatsApp and SMS buttons, ready to dial as a list. That gives you a calling list inside the app rather than entries in the phone’s own address book. iPhones import the same way.
Why does Excel change my phone numbers?
Excel guesses that a long string of digits is a value, so it drops leading zeros and plus signs and may show the number in scientific notation. Format the column as Text, enter the numbers again, and look over a few rows before you import the file.
CSV vs Excel: which is better for a dialer import?
Neither, for this job; both import the same way and go through identical column matching. Use whatever your system exports. Excel is handier when you need to fix number formatting first, while CSV is the usual output of web forms and other software.
Can I share an Excel file from WhatsApp straight into the dialer?
Yes. Open the file in WhatsApp, mail or your browser, tap share and pick The Auto Dialer; it lands on the import screen ready for column matching. That spares you saving it to the phone’s storage and hunting for it in a file manager.
Can I import more than one Excel file?
Yes. Every file you import turns into its own list, so last month’s exhibitor workbook and this week’s enquiries stay apart. You can dial, filter or delete each one, and deleting one takes out just the leads that particular file created.
Got a workbook of numbers?
Send it during your trial and we will help you import it and start the first session.