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How to upload leads with a CSV file πŸ“
How to upload leads with a CSV file πŸ“
Updated over 4 months ago

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.

    • 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 one of your values.

πŸ’‘Pro Tips

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

  • 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.

  • It's better if the file will not have any extra empty columns.

  • Make sure you have no more than 20 custom variables selected

  • The email column must not be empty.

  • If there are column names that are longer than 20 characters, try to shorten them. e.g. a column heading name is: Instagram_Average_Comments which is 26 characters - You can change it to Instagram_Comments which is 18 characters etc.

  • 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, 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.

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