CSV Upload
Import prospect contacts from a CSV file
Upload CSV File
Drag and drop your CSV file here
or
Only CSV files are accepted
Recent Uploads
ma_advisors_batch_3.csv
Mar 4, 2026
12
wealth_managers_dc.csv
Mar 1, 2026
8
valuation_experts.csv
Feb 25, 2026
5
Required Fields
First Name
Contact's first name
Last Name
Contact's last name
Email OR LinkedIn URL
At least one is required
Optional Fields
Job Title
Current position
Company
Current employer
Phone
Contact phone number
City
Location city
Specialty
Primary area of expertise
Tips for Best Results
- Include LinkedIn URLs for automatic profile enrichment
- Use UTF-8 encoding for special characters
- Remove duplicate entries before uploading
- Verify email addresses are valid