Know
Importing leads and companies
CSV from anywhere or a Clay export, with templates and column mapping.
Reach → Import leads.
Templates
Three downloadable CSVs with headers and two example rows (the examples are recognised and dropped on import):
- Leads: first name, last name, email, phone, company, title, city, state, website, CSLB licence, notes. A licence number links the person to the company record so research and signals apply.
- Companies by licence number: just licence numbers; becomes a Birdray list. Unknown numbers are reported.
- Suppression: email and reason; upload on the Outbound page.
Mapping
Any spreadsheet works. Columns are auto-detected (email, phone, first, last, company, title, city, state, website/domain, licence; LinkedIn and other columns stay as custom fields the agent can use) and you confirm the mapping. A file that is mostly licence numbers switches to companies mode automatically; a chip lets you flip. Duplicates merge by email.
After import
Leads sit in a lead list under Outbound and in Contacts. Enroll them in a play from the lead list, or run a fixed campaign.