The first step in creating a campaign is providing the list of contacts you want to call. Atllas accepts contacts via CSV upload or a connected CRM.
Don’t have a contact list yet? Click Buy Leads at the top of the contacts step to browse our partner lead providers.
Buying Leads
If you don’t have a contact list, you can purchase one from a lead provider. Click Buy Leads at the top of the contacts step to open the lead purchasing panel.
Atllas currently partners with four providers:
- Apollo — click Shop Apollo to search and export verified B2B contacts.
- A-Leads — click Shop A-Leads to browse their catalogue and purchase leads directly.
- Seamless.ai — click Shop Seamless.ai to access their database of verified B2B contacts.
- ZoomInfo — click Shop ZoomInfo to search their enterprise-grade contact database.
All links open in a new tab. Once you’ve purchased a list, download it as a CSV and upload it using the steps below.
Want native lead purchasing built into Atllas? Leave your email in the Help us decide section of the Buy Leads panel and we’ll notify you if we build it.
Your CSV must include at minimum a phone number column. All other columns are optional but improve personalisation.
Required Column
| Column | Description |
|---|
phone | The contact’s primary phone number. Accepted formats: +15551234567, 5551234567, (555) 123-4567 |
Multiple Phone Numbers
You can provide up to additional fallback numbers per contact using phone2, phone3, and so on. If the primary number doesn’t connect, Atllas will automatically try each fallback in order until the contact is reached or all numbers are exhausted.
| Column | Description |
|---|
phone2 | First fallback number |
phone3 | Second fallback number |
phone4, phone5, … | Additional fallbacks |
Each dial attempt is tracked separately in the campaign results — you can see which number was used, the outcome, and the recording for each attempt.
Recommended Columns
| Column | Description |
|---|
first_name | Used to address the contact by name during the call |
last_name | Combined with first name for full personalisation |
email | Used for email follow-ups if configured |
note | Any additional context the AI should know about this contact |
address1 | Street address |
city | City |
state | State or province |
zip | Zip or postal code |
Uploading Your File
- In the campaign creation flow, click Upload Contacts
- Drag and drop your CSV or click to browse
- Map your columns to the expected fields in the preview step
- Review the contact count and click Confirm
The portal shows a preview of the first few rows before import. Check that phone numbers and names have mapped correctly before proceeding.
Import from AI CRM
Instead of uploading a CSV, you can pull contacts straight from your AI CRM. In the contacts step, switch to the CRM tab, search by name or company, and select the contacts you want to include.
Contacts imported this way are referenced by ID rather than copied — the campaign stores a pointer to the CRM contact and resolves their phone number, name, and other personalisation fields at call time. Practical implications:
- If you update a contact in AI CRM (correct a misspelled name, fix a phone number) before the call is placed, the campaign will use the updated info.
- The same contact can be added to multiple campaigns without duplicating data.
- A contact must have a phone number on file in AI CRM to be eligible.
Once uploaded, you can remove individual contacts from the list before launch. Contacts cannot be added or removed after a campaign has started.
Do Not Call (DNC) Filter
When the DNC filter add-on is enabled for a campaign, Atllas checks each contact’s number against the US National Do Not Call Registry before dialing. The check costs $0.03 per recipient, with a $0.50 minimum charge per campaign (a payment processor minimum). Numbers found on the registry are skipped and marked as DNC in the results — and refunded automatically since they never connected.
The DNC filter runs against each campaign’s recipient list at launch time. There is no account-wide DNC list to maintain — enable the filter on each campaign where you want it to run.