CSV formatting for lead imports
Prepare a CSV that imports cleanly.
A clean CSV makes mapping, variables, and troubleshooting much easier.
What this helps you do
A clean CSV makes mapping, variables, and troubleshooting much easier.
Recommended workflow in Outlio
Use one header row.
Include email as a required column.
Use separate columns for firstName, lastName, companyName, and website.
Remove merged cells or spreadsheet-only formatting.
Export as UTF-8 CSV if available.
Quality checks
- Keep headers short and stable.
- Avoid commas inside unquoted values.
- Use one row per lead.
Common mistakes to avoid
- Uploading XLSX when the importer expects CSV.
- Using duplicate column names.
Done well, this should leave you with
A cleaner Outlio setup, fewer avoidable campaign issues, and a more reliable path from setup to replies.
Related articles
Mapping CSV fields
Match uploaded columns to Outlio fields.
Required and recommended lead fields
Know which lead data matters most.
Duplicate lead handling
Avoid sending the same person repeated outreach.
Lead statuses explained
Understand where leads are in the campaign lifecycle.
Stop sending to specific leads
Prevent future sequence steps for selected contacts.
Export campaign leads
Download leads and campaign outcome data.
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