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How to upload leads with a CSV file

Updated today

To upload leads via CSV file, follow these steps:

  1. From Campaign, go to the Leads section.

  2. Click the Add Leads button.

  3. Select upload CSV.

  4. Instantly will automatically detect the columns of your file and attribute a variable for each.

  5. Double-check everything and you can use the drop-down menu to attribute the right variable for each column.

  6. Be sure that the "Email" field in CSV has data as it is mandatory information for the smooth import.

💡Pro Tips

  • 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.

  • There must be no grouped rows as they can cause an issue (see below for better understanding):

    Instead, split them:

    User-uploaded Image

  • If one of the values is Boolean(true/false), please remove it and try to import it again.

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