CSV Batch Uploading - Help & User Guide

What Is CSV Batch Upload?

CSV Batch Upload is a tool for enrolling large lists of existing customers into your Review Rover review-request campaign without triggering spam filters.

When you import hundreds or thousands of contacts all at once, messaging providers like Twilio flag the sudden spike in outbound messages and block your account. CSV Batch Upload solves this by placing your contacts into a holding queue and trickling them into your campaign a few at a time — every day, at a time you choose. The contacts appear in your Contacts page and start receiving review-request messages gradually, just as if you had enrolled them by hand.

How It Works (End-to-End)

1. You upload a CSV file containing your historic customers.
2. Review Rover stores those contacts in a private holding queue (not yet in your Contacts page).
3. You configure how many contacts to enroll per day (5–10) and what time of day to run.
4. You click Start CSV Enrollment.
5. Every day at your chosen time, Review Rover automatically moves the next batch of contacts into your Contacts page and enrolls them in your active campaign flow.
6. The process continues until all contacts have been transferred, or until you stop it.

Contacts that have already been transferred and enrolled are never affected by stopping or resetting the queue.

Step-by-Step Instructions

Step 1 — Prepare Your CSV File

Your file must be in .CSV  format. Every contact must have an email address — rows without an email are silently skipped and will not appear in the queue.

Supported fields:

Download the official template from inside the Upload dialog (click Download Template) to get a pre-formatted starting point. Your column names do not need to match exactly — you will map them in the next step.

Queue limit: The holding queue holds a maximum of 5,000 contacts across all uploads. If your file would exceed the remaining capacity, you will be warned and given the option to upload only the first N contacts that fit.

Step 2 — Upload Your CSV

1. Navigate to CSV Batch Upload in the left sidebar.
2. Click Upload CSV File (or Upload More CSV if you already have contacts loaded).
3. Either click the drop zone to browse for your file or drag and drop it directly.
4. Click Next — you will be taken to the Import Mapping page.

Import Mapping

The mapping page shows you a sample row from your CSV and lets you match each of your column names to the correct Review Rover field.

• Use the dropdowns to assign each column to a field (First Name, Last Name, Email, Phone, Company).
• If a column is not relevant, leave it set to -- Skip this field --.
• Email is required — the Save button is disabled until Email is mapped.
• Click Save to Batch Queue when done. You will be returned to the CSV Batch Upload page with a confirmation showing how many contacts were added.

You can upload multiple CSV files. Each upload appends to the existing queue up to the 5,000-contact limit.

Step 3 — Configure Enrollment Settings

Before starting, configure how and when contacts are enrolled:

After changing any setting, a Save Configuration button appears. Click it before starting, or your changes will not be saved.

Step 4 — Start CSV Enrollment

Click Start CSV Enrollment. A confirmation dialog will show you a summary:

• Number of contacts loaded
• Contacts per day
• Time of day and timezone
• Estimated number of days to complete

Click Confirm & Start. The queue is now active. The first batch will run at your next scheduled window — not immediately. If your scheduled hour has already passed today, the first run will be the following day.

Step 5 — Monitor Progress

While active, the page shows:

• A green Active banner with a live count of transferred contacts and the time of the next scheduled run.
• Four stat cards: Total contacts, Transferred, Remaining, Days to complete.
• A full table of every contact in the queue and their current status (Pending or Transferred).

Transferred contacts also appear on your Contacts page, sourced as "CSV", and are automatically enrolled in your active campaign.

Uploading More Contacts While Active

You can add more contacts to the queue at any time, even while enrollment is running, as long as the queue has remaining capacity. Click Upload More CSV and follow the same upload and mapping steps. The new contacts are appended to the end of the queue.

Changing Settings While Active

You can change Contacts per day, Time of day, and Timezone while the batch is running. Save the new configuration with the Update Configuration button.

Important: Configuration changes take effect starting tomorrow's scheduled window. Today's transfer (if it has not yet run) will use the old settings.

Stop & Reset

Click Stop & Reset at any time to:

• Delete all remaining (not-yet-transferred) contacts from the queue.
• Reset the batch to its empty state so you can start fresh with a new upload.

This action is permanent and cannot be undone.

Contacts that have already been transferred to your Contacts page and enrolled in the campaign are not affected. They will continue to receive messages on the normal campaign schedule.

Frequently Asked Questions

What happens to duplicate emails? If a contact's email already exists in your Contacts page, that contact is silently skipped during transfer. They will not be enrolled again.

What if my CSV has no email column? Rows without an email address are skipped at upload time and never enter the queue. The upload summary will tell you how many rows were skipped for this reason.

What if my file has more than 5,000 contacts? You will see a warning telling you how many contacts will be skipped. You can choose to upload only the first N contacts that fit, or cancel and split your file into smaller uploads across separate batches.

Can I upload multiple files? Yes. Each upload appends contacts to the existing queue. The 5,000-contact cap applies to the total across all uploads for the current batch.

When exactly does the daily transfer run? The system checks every 15 minutes whether an active batch's scheduled hour has arrived in its configured timezone. The transfer runs the first time the check fires within that hour. For example, if you schedule 9:00 AM Eastern, the transfer will run somewhere between 9:00 AM and 9:14 AM Eastern.

Will stopping the batch cancel outreach for contacts already transferred? No. Stop & Reset only clears the holding queue. Contacts already in your Contacts page are enrolled in your campaign and their outreach continues normally.

What does "Estimated days to complete" mean? It is calculated as: remaining contacts ÷ contacts-per-day, rounded up. For example, 47 remaining contacts at 5 per day = 10 days.

Can I run multiple batches at the same time? No. There is one queue per account. You must Stop & Reset the current batch before starting a new one.