✅ Format your CSV

Let's start with the basics: your CSV file can include as many columns as you like.

Here, you'll find this file to show you how do I do it. Feel free to use it if you'd like to!

✅ Import a lead from a CSV file

Oh boy, here we go: you're officially about to import a lead from a CSV file 🤩

Once you are in the Leads section of your campaign, choose the option "Import from CSV".

Then it will open a new window and you will go through 3 stages:

1️⃣ stage: Upload a CSV

BROWSE YOUR FILES or simply DRAG & DROP a .CSV file from your desktop or folder.

When you import your CSV you will be able to "continue" with it 👇

2️⃣ stage: Set up imported custom variables

In your .CSV file, it doesn't matter how you order your columns: lemlist will recognize each variable automatically. (I know, pretty cool, right ?) 😎

If lemlist doesn't recognize the names of your columns - you can map them yourself. 😊

⚠️ Be careful

If you want to have for example a link as a custom variable the column name should not have spaces in it.

lemlister tips

💡 Make sure your .CSV's first row is filled with the name of the column/custom variable you want

💡 You can have as many custom variables you want

For example, you can put a different URL for each client in a column BLOG and put the URL of their blog there. When you'll use it during your campaign, it will display a matching blog screenshot for each of your leads.

3️⃣ stage: Set up import settings

🥷 At this stage you are able to:

➡ decide whether would you like to NOT IMPORT leads that are already in any other campaign; Have in mind that the basic setup is that you cannot have duplicated leads in this specific campaign.

➡ decide if you would like to use Scanners for enrichment. About enrichment, you can check everything in this article 🤠

3️⃣ My CSV is not uploading

Urgh, I hate it when my CSV takes ages to upload, don't you? But look, here's how you can solve it :

🔹Are you using Safari? If yes - switch to Chrome or another browser.

🔹 Is your browser up to date?

🔹 Are you sure you have email addresses in your CSV, because we will not do anything without them - emails are lemlist IDs

🔹 Once you upload CSV - do you match the fields we give you as options to the ones you have? If not - please do - we will not import it otherwise.

🔹 Be 100% sure this is a pure CSV file. Go to your folder where this file is and check the properties of the file. If it is Excel CSV - we will not import it - please revert it, because seems that your system automatically equals it with Excel.

Now you're an A CSV file manager, you're good to go, or to reach us through the chat if you've questions left!

Enjoy ❤️