OutlioDashboard
3 min read

Mapping CSV fields

Match uploaded columns to Outlio fields.

Overview

Field mapping tells Outlio which CSV values power variables and lead records.

Recommended workflow

1

Upload the CSV.

2

Map email to the required email field.

3

Map firstName, companyName, and other personalization fields.

4

Confirm custom fields appear as variables.

5

Review a sample before import.

Tips that make this work better

Tip

Use consistent field names across campaigns.

Tip

Map only fields you actually need.

Tip

Keep a raw backup of the source CSV.

Common mistakes to avoid

  • Mapping company to firstName by accident.
  • Skipping sample review.

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

CSV formatting for lead imports

Prepare a CSV that imports cleanly.

Required and recommended lead fields

Know which lead data matters most.

Duplicate lead handling

Avoid sending the same person repeated outreach.

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