Import a CSV and use custom fields

Prepare the file

Save your sheet as CSV (in Excel or Google Sheets: File → Download → CSV). The first row must hold column names.

The only required column is the LinkedIn profile link. Email and company website help email steps and the email finder. A file can have up to 100,000 rows.

Upload and map

1. Open a list in Leads (or create one), choose Import leads and then CSV file.
2. Drop the file. We guess each column from its header (first name, last name, company, title, email, website, location and more).
3. Check the mapping and fix anything we guessed wrong, then import.

Rows without a usable LinkedIn link are skipped, and people already in the workspace aren't duplicated. The import tells you how many were added, skipped or already there.

Custom fields become variables

Any column you don't map to a standard field can be kept as a custom field. Its name (lowercase letters, numbers and _) becomes a variable: a field called pain_point is written {{pain_point}} in your messages.

Standard variables: {{first_name}}, {{last_name}}, {{full_name}}, {{company}}, {{title}}, {{headline}}, {{location}}. Add a fallback after a pipe, like {{company|your team}}, so a message never reads oddly when a value is missing; the campaign warns you about leads with missing values.

Tags

A tags column (comma-separated) tags people as they're imported. Use tags to group people across lists, then filter and export by tag in Leads → All leads.