Context

When importing CSV files into lists, you may want to include custom variables that are specific to your CRM system, such as language learned by contacts or other custom fields that help segment your data.

Answer

Currently, importing custom variables directly through CSV uploads is not supported.

For Company Data (inclusion and exclusion)

When importing company CSV files, you only need these minimum required columns:

• company_name (required)

• company_url (required)

• company_linkedin_url (optional but recommended)

For Contact Lists (inclusion and exclusion)

When importing contact CSV files, email addresses are the required field, though including additional contact information will improve the exclusion accuracy.

However, there is an effective workaround to achieve similar segmentation results.

Recommended Workaround

Create separate lists for each custom variable value. For example, if you want to track "language learned" by contacts:

1. Create multiple sequences:

   • Language learned → English

   • Language learned → German

   • Language learned → Spanish

2. Prepare separate CSV files for each sequence based on your custom variable values

3. Import each CSV into its corresponding sequence

Benefits of this approach:

• Easier comparison of results based on your custom variables

• Better performance tracking across different segments

• Clear separation of data for analysis purposes