Dynamic First name use from CSV
# support
n
1. Dynamic First Name Insertion from CSV or Sheet Right now, I’m manually queuing up each number and editing the first-name line before the agent calls. I’d like to automate this so the agent dynamically pulls {first-name} from a CSV or Google Sheet/Airtable. My questions: • Is there a built-in way to feed a CSV (or use a Google Sheet/Airtable) and pass first names dynamically into the script per call? • If not, should I use a tool like n8n, Zapier, or a custom webhook to load contact records and personalize each call? • What’s the recommended number of contacts per file to keep queues manageable (e.g. 10 at a time)? • What’s the best structure for the CSV (i.e. should it include headers like first_name, phone, etc.) and how do I map those into the prompt?
v
Based on the information available, Vapi doesn't have a built-in way to directly upload a CSV or connect to Google Sheets/Airtable. You'll need to use the Vapi API to make calls and provide customer data immediately before each call. You can use tools like n8n, Zapier, or a custom webhook to integrate with Vapi's API. Dynamic variables can be passed using
assistantOverrides
with
variableValues
to personalize calls. Which integration method are you most comfortable with implementing - Zapier, n8n, or a custom webhook? This would help me provide more specific guidance for your use case. Sources: - [Discord conversation about spreadsheet upload](https://discord.com/channels/1211482211119796234/1340055555582201917) - [Discord conversation about dynamic variables](https://discord.com/channels/1211482211119796234/1335054553250533439)
Based on the information available, Vapi doesn't have a built-in way to directly upload a CSV or connect to Google Sheets/Airtable. You'll need to use the Vapi API to make calls and provide customer data immediately before each call. You can use tools like n8n, Zapier, or a custom webhook to integrate with Vapi's API. Dynamic variables can be passed using
assistantOverrides
with
variableValues
to personalize calls. Which integration method are you most comfortable with implementing - Zapier, n8n, or a custom webhook? This would help me provide more specific guidance for your use case. Sources: - [Discord conversation about spreadsheet upload](https://discord.com/channels/1211482211119796234/1340055555582201917) - [Discord conversation about dynamic variables](https://discord.com/channels/1211482211119796234/1335054553250533439)
k
Integrate Google Sheets or Airtable, structure your CSV with headers like first_name and phone, use dynamic variables in prompts, and automate contact retrieval with tools like n8n or Zapier, processing 10 contacts at a time for manageable queues.
n
Thank you!
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