Importing leads and groups

Leads come into Echo through Leads, Groups. Each import creates one named group. A person is stored once per workspace and matched by email, so the same person in two groups is not duplicated.

#Import a CSV

1. Open Leads, then the Groups tab, and click Import leads.
2. Type a Group name (up to 80 characters), for example Q4 VPs of Sales.
3. Choose CSV file and drop your file on the box, or click it to choose one.
4. Echo shows the number of rows and the column names. Click Import.

Picking a tool that is not connected yet shows a Connect button that takes you to Integrations:

CSV rules

• The first row must be the column names. Use simple names like first_name, company, title, email, website, industry.
• Include an email column. It is how Echo matches people across groups, and how Send links finds them in your sequencer.
• Large files are fine. Echo sends them in batches of 2,000 rows.

#Import from a connected tool

Choose Lemlist, Instantly, Smartlead, Sendkit, Attio or Clay in the same dialog.

1. Pick the List or campaign to import.
2. Tick the Fields to import. Only ticked fields are stored. Common fields such as names, company, title, email and website are ticked for you.
3. Click Import. Echo imports page by page (up to 10,000 leads) and shows progress. You can keep working; it resumes if you reload.

Fields marked +1 call per lead need one extra API call per lead to your tool (Sendkit custom fields, for example). Leave them unticked if you do not need them.

#Work with a group

Click a group to open it.

• Search every field finds a word anywhere in the row.
• Filter by field plus contains... narrows one column, for example title contains vp.
• Tick people, or use the filter, then New group from selection, New group from filter or New group from all. The original group stays as it is.
• Remove from group takes the selected people out of this group.
• Rename and Use in campaign are at the top.

#Merge groups

On the Groups tab, tick two or more groups and click Merge into a new group. Each person appears once in the new group. The original groups stay.

#Delete a group

Click Delete on the group's row. The group is deleted, and so are people who are in no other group. Campaigns you already built keep their leads, because a campaign holds its own copy of each lead.

#Use a group in a campaign

Click Use in campaign on a group. The campaign wizard opens with the group selected. A campaign can hold up to 2,000 leads, so split bigger groups with a filter first.