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Importing leads

The fastest way to seed Outpilot is a CSV — most CRMs, scrapers, and Sales Navigator can export to it.

CSV format

The only required column is linkedinUrl (or any header containing “linkedin”). Outpilot fuzzy-matches headers, so all of these work:

  • linkedin, linkedinUrl, LinkedIn URL, linkedin_url, Profile URL

Standard supported headers (case- and underscore/space-insensitive):

Lead fieldHeaders we recognize
First namefirstName, first_name, First Name, first
Last namelastName, last_name, Last Name, last
Emailemail, Email, email_address
Companycompany, Company, company_name
Titletitle, Title, job_title, position
Industryindustry, Industry
Locationlocation, City, Region
Headlineheadline, Headline

Anything else becomes a custom field accessible as {{customField.<header>}} in messages.

Uploading a CSV

Outpilot → Leads → New list → Upload CSV:

  1. Drag the file in (or click to pick).
  2. Outpilot previews the first 5 rows and the inferred mapping.
  3. Adjust any column you don’t like (drop, rename, change to custom).
  4. Click Import.

Imports >5,000 rows process in the background — the list page shows a progress bar. You can leave the page; you’ll get an in-app notification when import finishes.

Per-lead domain auto-derivation

If your CSV has emails but no company domains, Outpilot derives the company domain from the email’s host. Used by the Verify Email step to validate at the domain level.

Manual add

On a list page → Add lead opens a small form. Useful for the one- off prospect you saw on Twitter and want to drop into a campaign.

What gets deduped

On import, Outpilot dedupes against:

  1. The list you’re importing into — duplicates within the file are collapsed.
  2. Across all lists you own — if a lead with that linkedinUrl already exists, the existing lead is reused (and its existing campaign state preserved).

You’ll see an import summary: Added: N. Updated: M. Skipped: K. Updated means the lead existed and we filled in fields that were blank before.

Common CSV gotchas

SymptomCauseFix
”0 leads imported”Header missing linkedinUrl-like columnRename your URL column to linkedinUrl
Some rows skipped with no errorSame linkedinUrl appears multiple times in the fileExpected — dedupe removes them
Custom field shows as blankHeader had emoji or non-ASCII charactersRename header to ASCII letters/digits/underscore
Email column ignoredHeader was something like Email Address (work)Rename to email
Profile URLs marked invalidTrailing / or query stringOutpilot normalizes; only fully malformed URLs fail

Updating leads

To bulk-update existing leads (e.g. add fresh emails from a vendor):

  1. Export the list as CSV.
  2. Edit the file — add the new emails or other fields.
  3. Re-upload to the same list.

Outpilot matches on linkedinUrl and updates blank fields. It does not overwrite a non-blank field unless you tick Overwrite existing values in the upload dialog.