In this guide, we’ll walk you through what CSV mapping is, why it matters, and how to use it correctly while creating your campaign.
What Is CSV Mapping?
CSV Mapping is a crucial step that appears right after you upload your CSV file while setting up a campaign. This feature ensures that each column from your CSV correctly matches the corresponding field inside the campaign.
Think of it as double-checking your labels so that the system knows exactly where each piece of information belongs.
Why Is CSV Mapping Important?
If the fields in your CSV don’t match the platform fields, it can lead to:
Wrong emails being sent to wrong contacts
Incorrect personalization
Misaligned data inside campaigns
Errors in outreach sequences
For example, if “Email” from your CSV is accidentally mapped to “Company Name” inside the platform, your entire campaign can break.
Accurate mapping = accurate messaging = better results.
How to Use the CSV Mapping Feature
Once you upload your CSV file, you’ll see the CSV Mapping Page. This is where you need to carefully match each header.
Here’s how to do it correctly:
Step 1: Match Basic Contact Fields
Make sure these fields are mapped exactly:
Email → Email
Company → Company Name
Industry → Industry
Job Title → Job Title
First Name → First Name
Last Name → Last Name
Corporate Phone → Corporate Phone
City → City
Country → Country
Address → Address
Everything should align perfectly with the headers shown on the screen.
Step 2: Correct LinkedIn & Website Mapping
This is where most users make mistakes—so pay special attention:
If your CSV contains Person’s LinkedIn URL, select the field manually from the drop-down (e.g., LinkedIn URL).
If your CSV contains Company Website, map it to Company Website.
If your CSV contains Company LinkedIn URL, change it manually to Company LinkedIn URL.
The system may suggest a default option, but you must check and adjust it.
Step 3: Double-Check Everything Before Proceeding
Once all fields are mapped:
Re-verify each header
Ensure nothing is mismatched
Confirm there are no blank or wrongly auto-selected fields
A few extra seconds of checking here can save you from campaign errors later.
Step 4: Activate Your Campaign
After confirming the mapping, continue with the remaining steps as usual and activate your campaign.
Once activated:
All information will align correctly
Personalization tags will work properly
Your outreach will be accurate and professional
If any mapping is missed or done incorrectly, the data inside your campaign will not match the intended fields—so don’t skip the checking step!
Final Thoughts
The new CSV Mapping feature ensures your campaigns are clean, accurate, and high-performing. By mapping your data correctly before launching, you’ll avoid errors and deliver precise, personalized messaging to your audience.
Take a moment to review your mapping—and your campaign