Lesson 7 of 7

Lesson 1.2.7

Bring your own list: upload a CSV without breaking it

6 min read5 min videoBeginner

What this costs

Free to import. You pay for what you enrich afterwards, never for the upload.

Before you start

A spreadsheet somebody sent you, with company names in it.

The other lessons in this course build a list from a source. This one is the other entry point: somebody hands you a spreadsheet and you want it enriched by the end of the day. Everything downstream depends on this upload being mapped right, and getting it wrong is paid for later rather than now.

The mapping decisions that matter

Your columnMaps toWhy it matters
company_nameCompany NameThe label on every row from here on
websiteWebsiteThe one that matters most, everything keys off it
first_nameFirst NameMust stay separate from last name
last_nameLast NameMerging these two breaks every downstream export
city, countryPlain text columnsLeft as text, useful for filtering later

What a clean import looks like

Worked example · Three rows in, two of them missing a website

Company nameWebsiteCityCountry
Northwind Logisticsnot listedRotterdamNetherlands
Peak Freightpeakfreight.co.ukLeedsUnited Kingdom
Atlas Shipping Groupnot listedHamburgGermany

Two of these three need a website before they are worth enriching. That is a known, cheap, one column fix, and it is the first thing course 2.1 does.

Names come out wrong in every email later

What you see
Merge fields produce a full name where a first name should be
The fix
A single name column was mapped to First Name. Split it in the source and re import.

Enrichment fails on most rows

What you see
Tools return Not Found across the board
The fix
The website column was not mapped, or was mapped to plain text. Remap it and re run.

Duplicate companies appear

What you see
The same company twice with different spellings
The fix
Normal for a hand kept spreadsheet. Course 2.3 deduplicates on website rather than on name.

Check yourself

0 of 3 answered

1.Which mapped field carries the most weight downstream?

2.Your spreadsheet has one combined name column. What should you do?

3.Two of your rows have no website. What is the right move?

Answer all 3, then open The templates, and what each one needs from you to tick this lesson off.

Try it yourself

Upload a real spreadsheet of at least twenty companies, mapping company name, website, and first and last name as separate columns.

You have done it when
Every row has a company name, the website column is mapped as a website, and you can say how many rows arrived without one.
Credit budget
Free.