4 min read

Uploading leads via CSV

Import prospects and map CSV fields.

CSV upload turns lead lists into campaign-ready records with variables and statuses.

1

What this helps you do

CSV upload turns lead lists into campaign-ready records with variables and statuses.

2

Recommended workflow in Outlio

Export your lead list as CSV.

Include email plus any personalization fields.

Upload the file in the campaign Leads tab.

Map CSV columns to Outlio fields.

Review errors and import valid rows.

3

Quality checks

  • Use lowercase, simple headers when possible.
  • Verify emails before upload if the list is old.
  • Keep a source column so you know where leads came from.
4

Common mistakes to avoid

  • Uploading duplicate leads across overlapping campaigns.
  • Leaving required email cells blank.

Done well, this should leave you with

A cleaner Outlio setup, fewer avoidable campaign issues, and a more reliable path from setup to replies.

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