How to migrate from Convoso to VICIdial

Convoso is a cloud dialer built on top of Asterisk, which means it shares a lot of VICIdial's DNA under the hood. Teams typically leave when per-minute carrier markup and seat-based licensing outpace the value, or when they want direct database access for custom reporting. Because both platforms speak the same underlying SIP and share similar data models, the migration is more mechanical than most.

For broader migration context, read the complete VICIdial migration guide first.

What Convoso exports

Convoso provides CSV export for contact lists (leads with all custom fields), call history with disposition codes, and a downloadable DNC list. Recordings are accessible via their recording API with per-call URLs - bulk export requires scripting against the API with pagination. If you have agents using Convoso's scripting tool, those scripts are HTML-rendered in-browser and have no export format; you will need to rebuild them in VICIdial's agent script editor.

Mapping Convoso data to VICIdial

Convoso contacts map directly to VICIdial Lead records. The column names differ (Convoso uses "First Name", VICIdial expects first_name), but the data is the same. Prepare a column-mapping spreadsheet before your first test import so you do not lose custom field data. VICIdial supports custom fields via the vicidial_list table's alt field columns, which the Lead loader will map for you during import.

Convoso disposition codes need a direct mapping to VICIdial Status (lead status) codes. Audit your Convoso disposition list and create matching codes in your VICIdial campaign before any import. Pay special attention to your Scheduled callback dispositions - Convoso and VICIdial both support timed callbacks, but the callback record format is different. Export Convoso callbacks as a separate CSV sorted by scheduled time and import them as a fresh Lead list with a CALLBK status pre-set.

Your DNC list export from Convoso loads cleanly into VICIdial's system DNC table via a flat phone number CSV. Do this before loading any lead lists so the DNC check fires correctly on the first dial attempt.

Dial method and carrier

Convoso bundles its own carrier network. VICIdial expects a SIP trunk you own - pick a wholesale SIP provider, get an account, and configure the trunk in Asterisk before cutover. If you were using Convoso's predictive mode, VICIdial's Predictive dialing gives you the same hopper-based pacing with full control over the Auto dial level. You can tune aggressiveness directly from the campaign screen rather than waiting on a support ticket.

Data flow for the migration

sequenceDiagram
    participant Conv as Convoso admin
    participant CSV as CSV files
    participant VD as VICIdial
    participant Carr as SIP carrier
    Conv->>CSV: Export leads, DNC, dispositions
    CSV->>VD: Import via lead-loader
    Conv->>CSV: Export callbacks
    CSV->>VD: Import as CALLBK list
    Carr->>VD: Configure SIP trunk
    VD->>VD: Test call in parallel window
    VD->>VD: Cutover - disable Convoso

Agent scripts in VICIdial

VICIdial's Agent script system renders HTML directly in the agent interface alongside the dial screen. You author scripts in a built-in HTML editor and attach them to a campaign. Convoso scripts will not export in a reusable format, so the rebuild is manual - but it is also a good time to simplify any scripts that had grown over-complex.

For details on handling the data export side, see the migration data export checklist to make sure nothing gets left behind.

Getting your server without the install work

Standing up a bare VICIdial box takes the better part of a day. If you want to start importing data today, VICIfast managed plans hand you a fully installed VICIdial server on a dedicated VPS in under 40 seconds. Your carrier, your data, your control - without the install overhead.