CPO Appointment Campaign Importer
CPO
Appointment Campaign CSV Importer
Zoom Contact Center — Outbound Import Tool
Total Communication Solutions
Zoom Contact Center
1
Upload Report
2
Options
3
Review & Export
Upload ERP Appointments Report
📋
Drop your Appointments Report here
or click to browse — .xlsx accepted
Column Mapping (Auto-Configured)

Pre-configured for the ERP Appointments Report export. No manual mapping needed.

ERP Source Field
Zoom CC Field
Patient ID
→
ID
Patient Name (Last, First)
→
Display Name + First Name + Last Name
Home Phone
→
Phone Number (Main) only
Mobile/Cell Phone
→
Mobile only
Branch
→
Location
Appt Date + Appt Type + Device Type
→
Company (combined)
Start Time
→
Role
(fixed value)
→
Time Zone = US/Central
Work, Home, Other, Email, Account #
→
— left blank —
Processing Options
Format Phone Numbers to E.164
Strips formatting, ensures +1 country code (e.g. +12175551234)
Clean & Capitalize Names
Trims whitespace, title-cases first and last name
Remove duplicate Patient IDs
Keeps first occurrence only when the same Patient ID appears multiple times
Flag contacts missing all phone numbers
Highlights rows with no valid Home Phone or Mobile in the preview
Preview — First 20 Rows