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Upload a spreadsheet exported from Apollo, a CRM, an event list or anywhere else. Prosyo maps each column to a prospect field and adds the rows to a list.
File requirements#
| Requirement | Details |
|---|---|
| File type | .csv, .xlsx or .xls |
| Header row | The first row must contain column names |
| Rows | Up to 5,000 rows per file. Split bigger files. |
| Required column | At least one column mapped to Email or LinkedIn URL |
| Encoding | UTF-8 recommended for names with accents or non-Latin characters |
Include a LinkedIn URL column whenever you can. LinkedIn steps need it, and enrichment works much better with it.
Sample file#
First name,Last name,Title,Company,Website,LinkedIn URL,Email,Phone,Industry
Alex,Rivera,Head of Sales,Acme,acme.com,https://www.linkedin.com/in/alexrivera,alex@acme.com,+1 555 0100,SaaS
Priya,Sharma,Founder,Brightlabs,brightlabs.io,https://www.linkedin.com/in/priyasharma,,,"Fintech"Step by step#
- Go to Prospects → Import, or click Add or import prospects on the Dashboard.
- Choose a list. Under Add to list, pick Existing list or Create new. Name lists so you can recognize them later, for example "Webinar attendees – Sept 2026".
- Open the CSV / Excel tab.
- Drop your file in the upload area, or click to browse.
- If the Excel file has several sheets, pick the sheet to import.
- Map your columns (see below).
- Click Import.
- Wait for the summary. It shows how many rows were inserted, updated, skipped and failed.
Progress survives a page refresh, so you can leave the page during a large import.
Field mapping#
Prosyo guesses the mapping from your column names. Check every row before you import.
| Prosyo field | Auto-detected when the header contains | Used for |
|---|---|---|
| First name | first | {{first_name}} |
| Last name | last, surname | {{last_name}} |
| Full name | full name, or exactly name | Split into first and last when those are empty |
| Job title | title, position, role | {{title}} |
| Company | company, organization, organisation, account | {{company_name}} |
| Website | website, domain | Company website |
| LinkedIn URL | linkedin, profile url | LinkedIn steps and deduplication |
email, e-mail | Email steps and deduplication | |
| Phone | phone, mobile | Stored on the prospect |
| Custom · [field name] | Choose manually | {{custom.field_key}} |
| Skip column | Anything not recognized | Not imported |
Map to custom fields#
Any column that isn't a standard field can go into a custom field, such as Industry, Pain point, Event name or Personal first line.
- In the mapping dropdown, choose Custom · [field name].
- If the field doesn't exist yet, create it in Settings → Custom fields first, then come back to the import.
Once imported, you can use the value in any message as {{custom.your_field}}. See Lists, tags and custom fields.
Duplicates#
Prosyo won't create the same person twice in one workspace. A row is treated as a duplicate when its LinkedIn URL or email already exists.
- Duplicates are updated with any new values from your file, or skipped if nothing changed.
- They're still added to the list you chose, so you can enroll them in a new campaign.
What Prosyo won't do#
Prosyo never invents data. If a row has no email, email steps skip that person. To fill in gaps, use Enrichment. It fills a field only when a real source returns it.
Import limits#
Each plan includes a monthly import allowance:
| Plan | Imports per month |
|---|---|
| Starter | 1,000 |
| Multichannel | 5,000 |
| Agency / Team | Scales with seats |
Updating a person who's already in your workspace doesn't count toward the limit.
Hitting your import limit? Multichannel gives you 5x Starter's monthly imports, and Agency / Team scales with every seat. See plans.
Troubleshooting#
| Message | Fix |
|---|---|
| "The file needs a header row and at least one data row." | Add column names in row 1 and at least one row of data. |
| "Please upload a .csv or .xlsx file." | Save the file as CSV or Excel Workbook. |
| "Could not read that spreadsheet." | Open it in Excel or Google Sheets and export as CSV again. |
| "Map at least one column to Email or LinkedIn URL." | Map a column to Email or LinkedIn URL. |
| Many rows skipped | They already exist in your workspace. Search for one of them in Prospects. |
| Names look garbled | Export the CSV as UTF-8. |
