OutreachOSExcel import guide
Upload any niche or country — OutreachOS does not restrict you to a fixed list. Use one sheet, header row 1, and the column names below (aliases welcome).
Best layout
- File type: .xlsx or .xls only (not CSV yet).
- First worksheet only is read.
- Row 1 = headers. Data starts on row 2.
- Size limits: 5 MB · up to 2,000 rows (demo account: 50).
- One business per row. Keep Maps links unique.
Columns
| Column | Required | Accepted headers | Notes |
|---|---|---|---|
| Business Name | Yes | Business Name, Company, Name, Lead Name | Required. Rows without a name are skipped. |
| Niche | No | Niche, Category, Industry, Vertical, Sector, Type | Any text is accepted (Cafe, SaaS, Pet Groomer, …). Empty → “General”. Filters pick up new values after import. |
| Country | No | Country, Nation, Region, Market | Any text is accepted. Empty → “Unknown”. City alone is not treated as country. |
| Phone | No | Phone, Mobile, Tel, Primary Mobile | Optional. 10-digit Indian mobiles may be normalized with +91. |
| Address | No | Address, Full Address, Location, Street | Optional free text. |
| Google Maps Link | No | Google Maps Link, Maps URL, Source URL, Google Maps | Preferred. If missing, OutreachOS synthesizes a Maps search URL from name + address/country. Duplicates are keyed by maps URL. |
| Final Status | No | Final Status, Status Filter, Import Status | Import exclude flag only. Values REJECT / SKIP / NO / EXCLUDE / N skip the row. Not stored as lead status. |
Mistakes that cause skips or failures
- Missing name — row skipped (
missing_name). - Final Status = REJECT / SKIP / … — row skipped on purpose (
final_status_excluded). - Validation failed — field too long or empty after clean (
validation_failed). - Duplicate Maps URL — same link already in your vault or twice in the file (counted as duplicate, not created).
- Wrong file type / too large — whole upload rejected with a clear error.
- Quota exceeded — free accounts hit storage limits; message explains the cap.
After a partial import, expand Row details on the dashboard banner to see each failed or skipped row and its reason.