To import leads to your campaign via CSV, please follow these steps:
Go to the Leads section of the campaign and click 'Add Leads'.
Select Google Sheets
Click to upload the CSV file from your device
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. You will receive a prompt when any duplicate leads are skipped.
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.
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.
Troubleshooting Tips
If you're unable to import leads, please check the following:
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 50 custom variables selected
Make sure the column name is no more than 20 characters.
Remove any extra empty columns.
Make sure the CSV file is saved and uploaded as UTF-8. In Excel, you can do this by exporting as CSV UTF-8 (comma delimited).
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.
