A clean CSV makes importing easy and prevents data issues later. Here is a simple format and how to map your fields during import.
Required headers:
- first_name, last_name, email, phone_number
Keep values plain. Avoid formulas or merged cells. Use one email per row, and do not include extra header rows.
When you upload the file, ConverMail will try to map headers to fields automatically.
Examples of good rows:
- John, Smith, [email protected], +15551234567
- Jane, Doe, [email protected], +628123456789
Common issues to avoid:
- Emails with spaces or missing “@”
- Mixed headers like "First Name" in one file and "first_name" in another
- Duplicate contacts with the same email
After import, open a prospect profile to confirm values look right and activities are tracked as expected.
