Upload a CSV
Start with Upload Lead List. This example uses three fictional contacts. Choose the training playlist, name the list, record its source and cost, and select the CSV. Review the detected columns. Here, Company is mapped to Company name, while phone, email, city, state, and time zone are already recognized.

Review the Import
The review shows three rows and ten mapped columns. Nothing has been imported yet. The final step requires the company’s screening verification and electronic signature. The administrator completes that verification before submitting the import. Our three training records were subsequently imported successfully, with zero duplicates and zero invalid rows.