Heeeey lemlister! 👋
Here are my secret recipes to master your CSV to lemlist imports like a pro.
Together, we'll see how to:
👉 Format your CSV,
👉 Import a lead from a CSV file,
👉 Solve a CSV import problem.
Let's go for a ride!
✅ 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 List 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 your CSV
Browse your files or simply drag and drop a .CSV file from your desktop or folder then click on Continue.
2️⃣ stage: Match your imported custom variables
When you're importing leads with a .CSV, each column's name (the first row above your columns, check my example in the below screenshot) becomes a custom variable.
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. 😊
Your main job here is to map your column names with the default variables that lemlist is offering you, there are ç of them:
As often as you can, map your own columns with our default variables.
Now let's say your have custom fields that you can't match with our default ones, such as City for example.
In that case, choose the option "Custom Variable" and lemlist will simply use the exact same name you've used in your CSV file columns for that variable.
⚠️ Be careful
If you want to have for example a link as a custom variable the column name should not have spaces in it.
💡 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!