Using Google Sheets to upload leads entails efficiently organizing, inputting, and integrating lead data.
Steps to import leads via Google Sheets
To import leads to your campaign via Google Sheet, please follow these steps:
1. Go to the Leads section of the campaign and click 'Add Leads'.
2. Select Google Sheets
3. Make the Google Sheet publicly accessible: Anyone with the link
4. Copy and paste the URL to import your spreadsheet
5. Instantly will automatically detect the columns of your file and attribute a variable for each.
Select Type: Use the drop-down menu to attribute the right variable for each column.
The Email column should be mapped to the predefined 'Email' variable.
For personalized columns, you can map them as 'Custom variable'.
For columns that you don't need to import, you can map them as 'Do Not Import'.
Check for duplicates across all: Check the options to prevent uploading leads that already exist in another campaign or list. Uncheck the options if you wish to allow duplicate leads in different campaigns or lists.
Verify leads: Check the option to verify your leads using Instantly Credits (0.25 credits per lead). If you don’t have enough credits, you’ll be prompted to upgrade to the Instantly Credits plan.
6. Click 'Upload all' to upload leads
Ensure that each contact in your sheet has an email address, as it is a mandatory field for importing leads into the campaign. You will receive a prompt if any leads are missing email addresses or if the emails are not in the correct format in the CSV file.
You will receive a prompt when any duplicate leads are skipped.
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 in 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
Make sure the column name is no more than 20 characters.
Remove any extra empty columns.
Split any grouped rows. See the example below.
Remove any Boolean values since Google is returning them as Boolean (true/false) instead of text. See the example below.
