How to Upload Call Sources in Bulk

When setting up many call Sources (synonym for publishers or affiliates in Retreaver) for use when tracking calls, rather than adding them one-by-one through the interface, you can upload them via a CSV file. In the Sources view click Upload Sources or simply drag the CSV file into this general area.

sources.png

The file requires your data to conform to the following format:

source id, first name, last name, company name, email

Only the source id is absolutely required, and if you use any external third-party tracking systems, this must match the source id you use in there.

When you include an email address, you must also include a first name. By including a name and an email, Retreaver will automatically invite Publishers to collaborate with you on any calls that come through numbers they have been tagged with as the Source.

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