CSV Import (Advanced Guide)
Detailed guide for importing prospects via CSV:
Supported Columns:
- email (required unless linkedinUrl is provided)
- firstName, lastName, company, role (job title)
- website, phone, linkedinUrl
- country, city, industry
- Custom fields: use prefix custom: (e.g., custom:department, custom:source)
Auto Column Mapping:
The system automatically maps common column name variations:
• 'e-mail', 'e_mail' → email
• 'first name', 'first_name' → firstName
• 'last name', 'last_name' → lastName
• 'company name', 'company_name' → company
• 'title', 'job_title', 'position' → role
• 'telephone', 'mobile' → phone
• 'linkedin', 'linkedin_url', 'linkedin_profile' → linkedinUrl
You can also manually map any column during the import wizard.
Validation & Deduplication:
- Email format validation (must be valid format)
- MX DNS validation (domain must have valid mail server)
- Dedup by email within the file and against existing workspace prospects
- LinkedIn URL dedup for LinkedIn-only rows
- Suppression list check (both email-level and domain-level)
LinkedIn-Only Rows:
If a row has no valid email but has a LinkedIn URL, a placeholder email ([email protected]) is generated so the prospect can exist in the system.
Custom Fields:
Any CSV column not matching a built-in field is stored as a custom field. Field names are sanitized: lowercased, non-alphanumeric characters replaced with underscores, max 30 characters.
Using Custom Columns as Merge Tags:
Every custom column you import becomes a merge tag you can use in your campaign emails — including in the subject line. For example, a column custom:icebreaker becomes {{custom.icebreaker}} or {{icebreaker}} in your templates. This lets you send fully pre-written, personalized emails where every part is unique per prospect.
Import Progress:
- Large imports run asynchronously — you can close the page and come back
- Progress bar shows processed rows, created, duplicates, invalid, and suppressed counts
- Maximum 10,000 rows per import
Example CSV:
email,firstName,lastName,company,role,phone,linkedinUrl,website,country,city,industry,custom:department
[email protected],John,Smith,Acme Corp,VP Sales,+1234567890,linkedin.com/in/johnsmith,acme.com,US,New York,Technology,Engineering