Prospects

Import prospects from a CSV file

You can import up to 50,000 prospects at a time from a CSV file — exported from a spreadsheet, a CRM or a lead database.

Prepare the file

• One prospect per row, with a header row naming the columns.
• An email column is required. Everything else is optional.
• Save as CSV (UTF-8) from Excel, Google Sheets or Numbers.

Import

1. Go to Prospects and click Import.
2. File: drop in your CSV.
3. Map columns: match each column to an Outsquid field — Email, First Name, Last Name, Company, Job Title, Phone, LinkedIn URL, Website, City, State, Country or Timezone. Choose Custom field to keep any other column (you can use it as a variable in your emails), or Skip this column to leave it out.
4. Review & Import: check the preview, optionally add everyone to a list, and choose what to do with duplicates.

Duplicates

If an email address is already in your prospects, choose:

Empty cells never erase a value, and a prospect's status is never changed by an import.

Skipped rows

Rows without a valid email address are skipped, and so are addresses on your blacklist. The import summary tells you how many were added, updated and skipped.

Timezones

Use names like America/New_York or Europe/London. Values Outsquid doesn't recognise are left empty rather than guessed.