Lead Recovery DeskExport guide · Excel or Google Sheets
Save one sheet as CSV.
If your list is in Excel or Google Sheets, export it as CSV first. One sheet per file, with the column names in the first row.
Export it
- Put the column names in row one
The first row must be headings such as Email, Name, Last contact, Relationship. If your sheet has a title row above the headings, delete it or start a new sheet.
- Delete the columns you do not need
Right-click the column letter and delete it. Notes, addresses, amounts and anything personal go now, before the file exists.
- Excel: File, Save As, CSV UTF-8
Choose CSV UTF-8 (Comma delimited). Excel saves only the active sheet, which is what you want.
- Google Sheets: File, Download, CSV
Comma-separated values (.csv). Sheets downloads the sheet you are looking at.
- Upload that file
Create your private Desk and upload the CSV. Files up to 75 MB. If it is bigger, split the sheet into two files.
Which columns to keep
Only the email is required. Everything else is optional, and less is safer.
Keep
- Email (required)
- Name or business name
- Last contact date
- What the relationship was: enquiry, quote, booking, customer
- Any opt-out, unsubscribe or bounce column
- Which of your brands or services they dealt with
Delete before upload
- Notes and comments
- Postal addresses
- Amounts, invoices and payment details
- Health, family or personal details
- Staff, supplier and applicant rows
- Anything about children
Before you upload
- Run the checklist. Two minutes, and it is the part that protects the people in your list. Open the checklist
- Try a template first. A synthetic file with every state in it, so you know what you will see. Templates
- Stuck at any step? Ask for help without sending a single row. Assisted help
Conclusions cover only the file you upload and the suppression sources you declare. Anything not in them is not checked.