How To Bulk Create Prospects and Accounts in Outreach via .CSV File – Outreach Support

Objective

Easily import Prospect and Account records into your Outreach instance en masse through previously created .csv files. The Bulk create option is located in the Actions dropdown at the top right of your Outreach application.

Looking for other ways to bulk create? You can also import Prospect and Opportunity Salesforce reports, as well as add Leads, Contacts, and Accounts from the Salesforce List View using Outreach Everywhere.

Applies To

Outreach Users

Before You Begin

Requirements

Ensure you have already prepared the .csv file(s) you wish to import.
- Special characters aren't supported when importing content from a CSV.
Some Outreach views and options require admin-level governance permissions. If the options outlined in this article are unavailable, contact your Org’s Outreach Admin.
Outreach is designed to allow one Prospect record per unique email address. Outreach uses email addresses as the primary method of identifying duplicate Prospects.
In order to associate Prospects with Accounts:
- These Accounts must first already exist in the Outreach platform.
- You must complete the Prospect import and click the Assign account checkbox during the Field Mapping step.
- Map your company/account column field name to the Outreach field for either 'Account' or 'Account name'. When assigning and associating to an account, it will not work if you choose 'Company'.

File Limitations

Outreach only supports importing .csv files. Other file types are not supported.
Imported .csv files can have a maximum of 100,000 rows.

Procedure

Access the Outreach Platform.
Click the Actions button in the top right corner of the platform.
Click Bulk Create.
Click either the Prospects or Accounts tile as applicable.
Browse and select the .csv file on your computer you wish to import.
Review and modify the mapping as applicable.
Note: No need to map the Account number when importing Accounts-- instead, use the Account name.
Click to enable the Assign Account option (if applicable).
Click Next.
Note: Outreach notifies Users when unmapped fields are detected. Click No to go back and review the file or click Yes to continue.
Define how Outreach manages fields by completing the applicable Field Override section. (See below for details on field override options.)
Click to enable the Load additional data from CRM option if applicable.
Click Next.

Once import is complete, you can navigate to the applicable list view(s) in Outreach and review the imported records.

Field Override Options for .CSV File Imports

Note: Some fields only appear based on the information available in the file being imported. For more information regarding these fields, Users should contact the Org’s Outreach Admin or CRM Admin as applicable.

Owner

Defines the Outreach User who owns the imported records. Users can click to reassign ownership if applicable.

What to do with duplicates

Directs the Outreach Platform on how to handle duplicate records:

Skip - Does not update information on records that already exist in Outreach.
Overwrite Existing Fields- Replaces existing information on the record with information contained in the field.
Update Missing Fields - Updates record fields that are not present.

Load additional data from CRM

If you would like to pull additional information down from Salesforce for a Prospect and have included their CRM Object ID, you can click the Load additional data from CRM checkbox to populate more data.

Note: To use this option, you MUST map either an External ID and External Type field, or -- if all records are the same type -- that specific object's ID field.

NOTE: To import records by using the Salesforce ID, you need to map this field to the External ID field in Outreach, and map and provide the External Type, lead or contact.