CSV uploads FAQs
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How do I upload a CSV file to SmartReach.io?
- Go to the Prospects tab or directly into a campaign, click Upload CSV, select your file,Check how to handle the duplicates, map the fields, and complete the import.
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What file format should I use for uploading prospects?
- SmartReach supports CSV (.csv) format only. Ensure your file is properly formatted before uploading.
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Is there a limit to the number of prospects I can upload at once?
- Yes, at one go you can only upload 10000 rows. If you have more, upload them in batches of 10000 if needed.
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What happens if my CSV has extra columns?
- You can map extra columns to existing fields or create a new custom field for additional data.
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Do I need to include column headers in my CSV file?
- Yes, including a header to a column is necessary. A CSV with empty header will not get uploaded.A header is required even if you do not want to map the column.
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How does SmartReach handle duplicate prospects?
- During the upload, you can choose to overwrite, merge, or ignore duplicates based on unique identifiers like email ID, Company, First Name, Last Name.
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Why did my CSV upload fail?
- Common reasons: Incorrect file format (should be .csv), Missing header to the column, Incorrect column mapping.
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I uploaded my file, but I can’t see the prospects. What should I do?
- Check if they are in the correct campaign or filter by "Recently Added" in the Prospects tab. Or you can check in CSV upload logs (Path: Settings > Logs > CSV import logs) whether the file has been uploaded properly.
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How can I edit prospect data after uploading?
- You can edit individual prospects from the Prospect Management section or bulk update using a CSV re-upload and select “update field for duplicate prospect”
Updated 20 days ago