How to Map Your CSV Fields with Outboundry Fields

If you’re importing leads into Outboundry using a CSV file, you’ll need to map the columns in your file to the fields Outboundry uses internally (like first name, last name, LinkedIn profile, company, etc.). This article explains how to match your CSV columns to Outboundry fields so that your contacts are imported correctly.

📥 Step 1: Prepare Your CSV

Before uploading:

• Ensure your CSV file has a header row with column names

• Remove any empty rows or duplicate headers

• Include only relevant columns (email, name, job title, LinkedIn URL, etc.)

Common columns include:

• First Name

• Last Name

• Email

• Company

• Job Title

• LinkedIn Profile URL

📤 Step 2: Upload Your CSV in Outboundry

1. Go to the Leads tab inside your campaign

2. Click Import Leads

3. Choose CSV Upload

4. Upload your CSV file

After uploading, you’ll be taken to the Field Mapping screen.

🔁 Step 3: Map Your CSV Fields to Outboundry Fields

On the Field Mapping screen you will see:

• Your CSV columns on the left

• Outboundry fields on the right

For each CSV column, select the corresponding Outboundry field.

Example:

Select the right match from the dropdown.

🎯 Required vs Optional Fields

Outboundry requires certain fields for a successful import:

• Email (optional but mandatory for email outreach)

• LinkedIn Profile URL (optional but mandatory for LinkedIn outreach)

• First Name / Last Name (recommended for personalization)

If a required field is missing, Outboundry will show a warning so you can fix the mapping before importing.

🔍 If a Field Doesn’t Exist in Your CSV

If your CSV doesn’t have a column for a particular Outboundry field:

• Choose Skip this field from the mapping dropdown

• Or, update your CSV and re-upload it with the missing column

Outboundry will still import contacts even if optional fields are skipped — but personalization or automation steps may be affected.

✨ Advanced Mapping Tips

Use Consistent Headers

Make your CSV headers easy to identify, like:

First Name
Email
LinkedIn Profile
Company

This helps you map faster.

Don’t Import Blank Columns

Remove any columns with mostly empty data to reduce confusion during mapping.

Correct Data Format

Ensure:

• Emails are valid

• LinkedIn URLs start with https://www.linkedin.com/

• Names are properly capitalized

🚀 Step 4: Complete the Import

Once all fields are mapped:

1. Click Next or Import

2. Outboundry will start processing your data

3. You’ll see a confirmation when import is completed

Imported leads will now appear in your Leads tab with the correct field values.

🧠 What Happens After Import

After successful import:

• You can add these leads to your sequences

• Personalization variables (like {{first_name}}, {{company}}) will work if mapped correctly

• You can enrich leads using the Lead Finder or Email Finder module

❓ Troubleshooting Tips

“My leads didn’t import”

Check that:

• Your CSV was uploaded correctly

• Required fields were mapped

• Emails or LinkedIn URLs are valid

“Some fields are blank”

Make sure your CSV columns have the correct data and you mapped them to the correct Outboundry fields.

👌 Summary

Mapping CSV fields ensures your data goes into the right slots inside Outboundry. Just upload your CSV, match each column to the correct Outboundry field, and complete the import — then your leads will be ready for automation. If you need help with field mapping, contact support via in-app chat. 🚀