2.2 Importing prospects from CSV

Running an import

1. Prepare a CSV with one prospect per row. Include at minimum an email column; name, title, company, and personalization fields are strongly recommended.
2. Go to Prospects and start the import.
3. Upload your file.
4. Map columns — match each CSV column to a PersistIQ field (standard fields, Snippet/2/3/4, or your custom fields).
5. Confirm and run the import.

Field mapping tips

• Use the Snippet columns for short, hyper-personalized openers you research per prospect (e.g. a recent company announcement).
• Custom fields you've defined will appear in the mapping list; create them first if you need new ones. See Custom fields.
• Keep emails lowercase and free of spaces.

Before you import

• Remove duplicates within the file.
• Validate email formats — invalid addresses will bounce.
• Consider splitting a very large list by owner or campaign so you can control who sends what.

[CONFIRM: duplicate-handling behavior on import (skip vs update)]