OutreachOSExcel import guide
Upload scraped or hand-made sheets — OutreachOS maps messy headers (Number, Mob, Shop Name, PIN Code, Gmaps…) and cleans phones, addresses, and Maps links before they land in your vault.
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.
What we clean automatically
- Phone: Excel scientific notation, leading 0 / 91, multi-number cells, WhatsApp/Contact/Number headers.
- Address: merges City + State + PIN when the sheet splits them.
- Maps: bare goo.gl links, HYPERLINK formulas; synthesizes a search URL when the link is missing or not Maps.
- Junk cells: N/A, NULL, blank placeholders stripped; empty names skipped.
Columns
| Column | Required | Accepted headers | Notes |
|---|---|---|---|
| Business Name | Yes | Business Name, Company, Shop, Store, Firm, Client, Brand, Restaurant, Lead, Name, Title… | Required. Messy labels are OK. Rows without a name are skipped. |
| Niche | No | Niche, Category, Industry, Vertical, Sector, Type, Service, Tags | Any free-text niche is accepted (Cafe, SaaS, Pet Groomer, …). Empty → “General”. Values you import become filter options in the dashboard. |
| Country | No | Country, Nation, Region, Market, Territory | Aliases like USA/UK are normalized. Inferred from many phone country codes when missing. Empty → “Unknown”. Imported values unlock country filters. |
| Phone | No | Phone, Number, Mobile, Mob, Contact, Tel, WhatsApp, Ph No, Cell, Landline… | Cleans scientific notation, 0/91 prefixes, and multi-value cells (takes the first good number). Ignores house/plot/GST numbers. |
| Address | No | Address, Location, Street, Locality, Area, Addr… | Optional. City / State / PIN columns are merged in automatically when present. |
| City / State / PIN | No | City, Town, District, State, Province, PIN, Zip, Postal Code | Joined into Address when the sheet splits them across columns. |
| Google Maps Link | No | Google Maps Link, Maps URL, Maps Link, Gmaps, Source URL, Place URL, Link… | Accepts bare goo.gl links and Excel HYPERLINK formulas. If missing, a Maps search URL is synthesized. |
| Final Status | No | Final Status, Status Filter, Import Status | 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.