Import recipients from a CSV file

3 min read - updated few hours ago


In order to add recipients from a CSV file to a sequence, first make sure your CSV file is in the right format and has all necessary columns in place, spelled and deliminated correctly. Then, you can upload it to Revenue Grid: directly on the Recipients tab of a particular sequence, or to the main pool of prospects on the Audience page.

Prospects who have been imported from a CSV file, will have icon next to their logo throughout Revenue Grid, as opposed to and icons which mean those prospects have been imported from Salesforce and stand for Contact or Lead respectively. Similarly to prospects imported from Salesforce, they will remain in Revenue Grid until deleted manually.


CSV file format

These are the headers of the columns which should match exactly like in the template. Download template
Required columns: email, firstName, lastName
Optional columns: all the rest

In the example above, second prospect in the list won’t be uploaded to Revenue Grid because of missing value in one of the required columns.

Make sure you double check your CSV file opened in MS Excel or in any other supported CSV file editor.


Importing prospects to Revenue Grid from CSV file

You can import recipients directly into one of your sequences, or to the Audience page to the major pool of prospects in Revenue Grid.

1. Click button in the top right-hand corner, and choose "CSV"





2. In the appeared dialog box, choose a file or drag-and-drop it to the gray area.

Once a file is chosen, Preview area will parse first two rows from your CSV file. There may be a case when you would get error messages.

Missing mandatory column - means at least one header of the required columns is missing or mistyped. Please open your CSV file on your computer via MS Excel or any other supported editor and make sure that required headers all properly delimited and look good.

No relevant data - means the chosen file is empty.



3. Choose values in the Character Code and Values Separated By drop-downs and click “Import”.

Total - how many rows have been found in the file (besides the header row)
Created - how many prospects have been successfully imported
Matched existing - how many prospects match already existing prospects with the same email
Failed - how many prospects had blank at least one value in required fields
Added to sequence (this appears only when you importing into a sequence on the Recipients tab, as opposed to on the Audience page) - it equals to number of Created prospects, and shows how many prospects have been added to the sequence



What happens when I have duplicated prospects


If a prospect who is being imported, already exists (matched email) in Revenue Grid with icon, and you are the owner of the prospect, then the prospect’s information will be overwritten by the currently uploaded file (and the prospect will be added to a sequence if importing on the Recipients tab.)

If a prospect who is being imported, already exists (matched email) in Revenue Grid with icon, and you are NOT the owner of the prospect, then the prospect’s information will NOT be overwritten by the currently uploaded file (and if you are importing such prospect on the Recipients tab then whether that prospect will or will not be added to the sequence depends on Admin level checkbox in Setting called Allow access to prospects, owned by the other users.)

If a prospect who is being imported, already exists (matched email) in Revenue Grid with or icons, and you are the owner of the prospect, then the prospect’s information will NOT be overwritten by the currently uploaded file (and the prospect will be added to a sequence if importing on the Recipients tab.)

If a prospect who is being imported, already exists (matched email) in Revenue Grid with or icons, and you are NOT the owner of the prospect, then the prospect’s information will NOT be overwritten by the currently uploaded file (and if you are importing such prospect on the Recipients tab then whether that prospect will or will not be added to the sequence depends on Admin level checkbox in Setting called Allow access to prospects, owned by the other users.)

If there are more than one prospects with the same email in the same CSV file, then while importing each next record updates the preceding one, unless some of the required fields are blank.



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