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Outreach Desk

Import a list

Excel or CSV with any columns; nothing is thrown away.

  1. Click Import on the Audience (or Leads) page and choose an Excel or CSV file.
  2. The first row is used as column names.
  3. Columns the app knows (Company, Email, Contact, Role) are matched. Every other column becomes a custom column of your own.
  4. Check the summary and confirm.
  • People with the same name but different emails stay separate.
  • A list can be companies with contacts, or just names and emails.
  • Deleted rows go to the trash for 30 days and can be restored.
  • Export any time from Settings → Import & export.
Use your columns as merge tags

Still stuck? Write to us from Help → Contact us in the app, or email burhanb53.work@gmail.com.