1. Prospects

Import and export CSV files

Open Import / Export in the sidebar. Click Blank template to download a CSV with the right columns.

Import

1. Upload: pick a CSV or TXT file up to 10 MB.
2. Map columns: common header names are matched for you. You must map either a domain or a company column. Rows with neither are skipped.
3. Review: check duplicates and choose what happens to rows that already exist:

• Skip them (default)
• Update research fields: fill in blanks and refresh notes

4. Done: see the import summary. You can add the new prospects straight to a draft campaign.

Optional: Tag every imported prospect and Assign to a teammate before you import.

How duplicates are found

• Prospects are matched by email address.
• Without an email, they're matched by domain plus contact name.
• Duplicates inside the same file are merged.

Time zones

Use names such as Europe/Berlin or America/New_York. Invalid time zones are flagged before import.

Export

Click Export all. The export follows the filters you have on the prospect list and includes outcome, owner and dates.

Updated on: 04/10/2026