To upload leads via CSV file, follow these steps:
From Campaign, go to the Leads section.
Click the Add Leads button.
Select upload CSV.
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 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:
If one of the values is Boolean(true/false), please remove it and try to import it again.
