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Upload leads, companies, or local businesses with a CSV

Use CSV upload when you already have data outside Artisan and want to bring it into your workspace. After uploading a CSV, you can use it in one of two ways:

• Use it for a campaign: add reachable records to a campaign, or use a company list to find people first.
• Save it as a list and enrich it: create a list in Artisan, enrich the records, and use the data later for targeting, segmentation, or personalization.

CSV upload supports three data types: People, Companies, and Local businesses.

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Which CSV type should I choose?

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Option 1: Use a CSV for a campaign

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People CSVs

People CSVs can be added directly to campaigns because each row is a person Ava can contact. To import people accurately, include their email address You can also include fields like first name, last name, company, job title, phone number, industry, location, or any custom context you want Ava to use.

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Local business CSVs

Local business CSVs can also be added directly to campaigns because each row is a business Ava can contact. To import local businesses accurately, include at least:

• Website

You can also include fields like business name, category, location, phone number, rating, or notes.

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Company CSVs

Company CSVs cannot be added directly to campaigns because Ava needs people to contact, not just company records. Instead, use a Company CSV to build an account list, then find people at those companies:

1. Upload your Company CSV.
2. Save it as a list.
3. Go to Find leads.
4. Use the company list as your target account list.
5. Add people filters, such as job title, management level, department, or location.
6. Save the matching people to a list or add them to a campaign.

For example, you can upload a list of target company websites, then find VPs of Sales, Heads of Marketing, or Finance leaders at those companies using Artisan’s B2B data.

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Option 2: Save a CSV as a list and enrich it

Any CSV type can be saved as a list in Artisan. Use this when you want to import data first, enrich it, review it, or use it later. Examples:

• Upload a People CSV, enrich missing fields, then add the people to a campaign.
• Upload a Company CSV, enrich company data, then use it to find contacts at those companies.
• Upload a Local business CSV, enrich business details, then use the list in a campaign.

Saving as a list is useful when you want to clean, enrich, or segment the data before using it in outreach.

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Map your CSV properties

After uploading your CSV, Artisan asks you to map your columns to Artisan fields. For example:

• Email → Email address
• Website → Website
• Company → Company name
• Job title → Job title
• Phone → Phone number

Mapping tells Artisan what each column means so records are imported correctly.

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Use custom columns for personalization in campaigns

You can add extra columns to your CSV beyond the required fields. For example:

• Territory
• Segment
• Account owner
• Product interest
• Event attended
• Customer tier
• Notes from your team
• Any custom qualification or targeting data

After import, these fields can appear in Messaging → Personalizations. You can decide which fields Ava should use when writing messages. This is useful when your CSV contains context that should influence personalization but is not part of Artisan’s default fields.

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Campaign compatibility

A campaign can only use one lead source type. You can add multiple CSVs of the same type to a campaign. For example:

• Multiple People CSVs in one B2B campaign
• Multiple Local business CSVs in one local business campaign

You cannot mix People CSVs and Local business CSVs in the same campaign. Company CSVs are not added directly to campaigns. They are used to create company lists, enrich companies, or find people at those companies.

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Best practices

• Choose People if each row is a contact Ava can reach directly.
• Choose Companies if each row is an account and you still need to find people at those accounts.
• Choose Local businesses if each row is a business Ava can contact directly.
• Use the minimum required identifier for the CSV type you choose.
• Add custom columns when they will help Ava personalize messages.
• Save the CSV as a list if you want to enrich or review it before using it.
• Do not mix B2B People CSVs and Local business CSVs in the same campaign.

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Frequently asked questions

Can I add a People CSV directly to a campaign? Yes. People CSVs contain contacts, so they can be added directly to campaigns. Can I add a Local businesses CSV directly to a campaign? Yes. Local business CSVs contain businesses Ava can contact directly, so they can be added directly to campaigns. Can I add a Companies CSV directly to a campaign? No. A Companies CSV contains accounts, not people. Upload the companies, then use Find leads to find people at those companies. Can I save any CSV type as a list? Yes. People, Companies, and Local business CSVs can all be saved as lists and enriched. Can I mix People CSVs and Local business CSVs in one campaign? No. A campaign can use one lead source type. You can use multiple CSVs of the same type, but you cannot mix People CSVs with Local business CSVs in the same campaign. What fields are required for a People CSV? Include their email address. What fields are required for a Companies CSV? Include their website. What fields are required for a Local businesses CSV? Include at least a website. Can I add custom columns to my CSV? Yes. Custom columns can be imported and used later in Messaging → Personalizations. Where do custom CSV fields appear after upload? They can appear in the campaign’s Messaging → Personalizations section, where you can decide how Ava should use them when writing messages.