Import leads from a CSV

Upload a list of your own leads into a campaign from a CSV or XLSX file. You map the columns once, and any extra columns can become variables in your messages.

Columns a lead CSV needs

Every lead needs a First Name, a Last Name, and an Email or a LinkedIn URL. A lead with only an email can receive only email steps, and one with only a LinkedIn URL only LinkedIn steps.

Optional standard columns: Phone Number, Company, Job Title, Company Website and Industry. A company website helps AI Personalization fields find facts about the company.

Upload a CSV into a campaign

1. Open Campaigns → your campaign → Leads and select Upload CSV.
2. Upload: drop the file on the window or click to choose it. CSV and XLSX files work. A preview of the first rows appears.
3. Map Fields: under Column Mapping, check that each standard field points at the right column. Victoria AI guesses from the headers; pick Skip for any you don't want.
4. Add any Custom Fields (see below).
5. Verify: review how many leads are ready and which rows will be skipped, then select Upload Leads.

The leads appear in the campaign shortly. A banner on the Leads tab shows the upload's progress and, when it finishes, how many were added and how many were on your Do Not Contact list.

Turn extra CSV columns into custom fields and variables

Any column that isn't a standard field can be kept as a custom field:

1. In Map Fields, under Custom Fields, select Add Field.
2. Type a name, for example recent_funding. Names are lowercase with underscores.
3. Pick the column it comes from.

Use it in any message as {recent_funding}, with single braces. Before activation, the preflight checks warn if some leads have no value for a variable the sequence uses. See Personalization fields and Preflight checks.

CSV rows skipped at the Verify step

The Verify step lists skipped rows grouped by reason, such as Missing First Name, with their row numbers. Select Download … skipped rows to get them as a CSV, fix them, and upload that file.

If every row is skipped, the window says all rows are missing required fields. Check that First Name, Last Name and Email or LinkedIn URL are mapped to the right columns.

CSV upload fails or times out

• "Upload timed out": split the file into smaller files and upload them one at a time.
• "No data rows found": the file has only a header row, or is empty.
• The trial lead cap message: during the trial, an upload that would take the workspace over 250 leads is refused whole. Upload a smaller file. See Trial lead cap.

Add a single lead by hand

To add one person, select Add Lead on the Leads tab. Fill in First Name, Last Name, and an Email or LinkedIn URL, plus any of Company, Job Title and Company Website.