Mapping CSV fields
Match uploaded columns to Outlio fields.
Field mapping tells Outlio which CSV values power variables and lead records.
What this helps you do
Field mapping tells Outlio which CSV values power variables and lead records.
Recommended workflow in Outlio
Upload the CSV.
Map email to the required email field.
Map firstName, companyName, and other personalization fields.
Confirm custom fields appear as variables.
Review a sample before import.
Quality checks
- Use consistent field names across campaigns.
- Map only fields you actually need.
- 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.
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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