Integrate your own data into OttoMatey by uploading .CSV files. This guide provides a comprehensive walkthrough on formatting and uploading .CSV files, ensuring you can seamlessly use third-party data sources for your campaigns.
💡 TIP: Always ensure your .CSV file contains the essential "Link" column with the URLs of the profiles you're targeting.
Step-By-Step Instructions:
.CSV File Formatting:
All column headers should be case-sensitive and match the sample provided here.
Your file must include a "Link" column with the URL for each lead.
Additional optional fields: Email, Work_email, Full_name, First_name, Last_name, Position, Phone, Company_name, Twitter, and Website.
Using Your Own Data Points:
The fields mentioned will override the data OttoMatey extracts. If you have a reliable source, you can fetch work emails and other essential data.
Utilizing {Custom_Fields}:
Custom fields enable you to extract specific variables (e.g., Seed Round Funding, Company Revenue) from your preferred data source for use in outreach campaigns.
Uploading a CSV:
Navigate to the "Campaigns Tab".
Click "Add Search".
Choose "From CSV File".
Find and upload your file.
Finish by clicking "Start Campaign" or "Save as Draft".
Common Questions:
Q: Why is the "Link" column essential in the .CSV file for OttoMatey?
Answer: The "Link" column in the .CSV file provides the URLs of the profiles you aim to target, ensuring accurate and effective targeting in OttoMatey.
💡 Tip: Always double-check your .CSV file's formatting before uploading to ensure smooth integration. For further assistance or queries, reach out to our support team or Otto, our AI bot!