Using Google Sheets to upload leads entails efficiently organizing, inputting, and integrating lead data.
To import a lead list via Google Sheet, follow these steps:
Make the Google Sheet publicly accessible: Anyone with the link
Paste in the URL
Import your spreadsheet
Instantly will automatically detect the columns of your file and attribute a variable for each.
Double-check everything and you can use the drop-down menu to attribute the right variable for each column.
Be sure that the "Email" field in your Google Sheet has data as it is mandatory information for smooth import.
Note: To avoid formatting issues, make sure to follow the steps below:
Select all your rows and columns with Ctrl/Cmd + A, and then
Click Format → Number → Plain text.
Import your spreadsheet.
Checklist if you're unable to import the leads:
The email column must not be empty. Please put the "Email" field as the first column on your file.
Check if all the columns have names and names start with capital letters as they are important for the system to pick up the mapping properly.
Make sure you have no more than 20 custom variables selected
If there are column names that are longer than 20 characters, try to shorten them.
It's better if the file will not have any extra empty columns.
Values in the same field shouldn't contain any decimal separation like a comma "," for example. If you would like to unite two values in the same field - please use the underscore "_" between words for this matter.
There must be no grouped rows as they can cause an issue (see below for better understanding):
Instead, split them:
If one of the values is Boolean, it throws an error since Google is returning it as Boolean (true/false) instead of a text. See the example below. If so, please remove it and try to import again.
