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Uploading Contacts via CSV or Excel

Find out how to upload a CSV or Excel file to bring your own contacts into an Albacross campaign

Written by Oskar Johnson Hägglund

Introduction

If you already have a list of contacts you want to reach, you can upload it straight into an Auto-Engage campaign.

Short guide to uploading contacts

  1. Open the import: Go to Campaigns, open the three-dot menu on a campaign and select Import Prospects from File.

  2. Prepare your file: Use CSV, XLS or XLSX with up to 500 contacts. Include first name, last name, company name and an email address or LinkedIn URL.

  3. Upload your file: Drag and drop it, or click to choose it, then click Continue to field mapping.

  4. Map your data: Match the columns in your file to the Albacross fields, then click Continue to review.

  5. Review and upload: Check the results and click Upload N Prospects.

Full guide to uploading contacts

Step 1: Open the import

  1. Go to Campaigns in the left sidebar.

  2. On the campaign you want to add contacts to, open the three-dot menu and select Import Prospects from File. On running or finished campaigns you can also click Add Prospects.

Step 2: Prepare your contact data

  1. Save your list as CSV, XLS or XLSX.

  2. Put column headers in the first row and use one column per data type, e.g. one for company name and one for LinkedIn URL.

  3. You must include First name, Last name and Company name, plus at least one of Email or LinkedIn URL.

  4. You can also include Job title, Location, Full name, Phone number, Industry and Website. If you don't have the data, leave the cell empty.

  5. You can upload up to 500 contacts at a time.

Step 3: Upload CSV

  1. Drag and drop your file into the upload area, or click to choose it from your computer.

  2. Click Continue to field mapping.

Step 4: Map Fields

  1. For each Albacross field, pick the matching column from your file. For example, match your "first name" column to First Name.

  2. The required fields are listed first. For the contact channel, choose Email or LinkedIn Profile Url.

  3. To map more columns, such as the other channel or a job title, click Add field. Map both email and LinkedIn URL if you have them, since those are what campaigns use to reach people.

  4. Click Continue to review.

Step 5: Review

Albacross checks your contacts and sorts them into three groups:

  • Prospects found: these will be added to your campaign.

  • Prospects Skipped: these won't be added (see below). Click View to see them.

  • Error Prospects: these couldn't be created because of errors in the data. Click View to see them.

Step 6: Upload

  1. Click Upload N Prospects (N is the number of prospects found).

  2. When the upload is done, you're taken to the next step of the campaign setup.

  3. If a contact has no LinkedIn URL, the campaign can't reach them on LinkedIn, but it can still email them.

What are skipped contacts?

Albacross compares your upload with the contacts you and your teammates already have in your Albacross organization. A contact is skipped when:

  • a contact with the same email or LinkedIn URL already exists in your organization

  • the same contact appears more than once in your file

  • their company is on your organization's Blocklist

This prevents duplicates and stops several users from reaching out to the same person at the same time.

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