Import leads from a CSV file

Go to Prospects › Import leads › Upload a CSV file, choose your file, tell useArtemis which column holds which field, then click Import leads. A new list is created and opens right away; leads keep appearing in it until the whole file is imported.

Prepare your file

• Save it as a .csv file. In a spreadsheet tool, export or download the sheet as CSV (UTF-8 if you're offered the choice, so accented names import correctly).

• Put the column names in the first row. The mapping menus show the values of that row, so clear headers like First name or Company make mapping easy.

• Use one row per person.

• Include at least one of these:

  • a LinkedIn URL column, or
  • First name, Last name and Company name columns.

  The Import leads button stays disabled until you've mapped one of these combinations.

• Add the company website or domain if you have it: it gives Find emails the best chance of finding an email.

Import the file

1. Click Prospects in the sidebar, then Import leads.
2. Click Upload a CSV file.
3. In Import leads from a CSV file, choose your file.
4. Under Help us to identify rows, open each menu and pick the matching column of your file. A green check appears next to each mapped field.
5. Click Import leads.

You see Your leads are being imported! and land on the new list. The list is named after your file (for example leads.csv); you can rename it from the Prospects page, see Manage your lead lists.

You can leave the page during the import: it keeps running.

Fields you can map

Map as many fields as your file has. Columns you don't map are ignored.

Emails in your file

When your file has an Email column:

• The email is saved on the lead with the Unverified status: useArtemis doesn't check it during the import. To check addresses, use the Verifier.
• In a list created from the file, leads that already have an email are counted as enriched, and Find emails skips them, so they don't use credits.

Duplicates

The import doesn't look for duplicates. Every row becomes a new lead, even if the same person appears twice in the file or is already in another list. After the import, open the list and use ⋯ › Remove duplicates. See Remove duplicates.

Import into an existing list

To add the rows of a file to a list you already have:

1. Open the list from Prospects.
2. Click ⋯ (More actions) next to Find emails, then Import a CSV.
3. Choose the file and map the columns as above.
4. Click Import leads, then reload the page to see the new leads.

Two differences with a new import:

• Only LinkedIn profile URLs (linkedin.com/in/…) are kept from the LinkedIn URL column.
• Leads that come with an email are still searched by Find emails, which can add a second email and use a credit.

FAQ

Why is the Import leads button disabled?

You haven't mapped enough fields yet. Map LinkedIn URL, or all three of Firstname, Lastname and Company name.

Why are names and companies in lowercase?

The import stores names, job titles and company names in lowercase. The app shows names and company names with capital letters, and campaign messages capitalize first and last names. Job titles and company names are inserted in messages as stored.

Does importing a CSV use credits?

No. Credits are only used when you run Find emails on the list (1 credit per email found).