Create or Upload Leads
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Overview
Prerequisites
Creating Leads One-by-One
Bulk Uploading Leads via CSV
Preparing Your CSV File
Initiating the Bulk Upload
Mapping and Validation
Post-Upload Actions
Troubleshooting & FAQs
Additional Resources
Eqho AI is a platform used by sales, marketing, and operations teams to manage leads and launch campaigns. It allows you to either create leads manually (one at a time) or upload them in bulk using CSV files. All users on Eqho AI have permission to create and upload leads.
Have a CSV File Ready
Leads must be in CSV format, matching the structure provided in the example CSV template (downloadable from the Leads page).
Recommended Fields
Although no field is strictly mandatory, a valid phone number and/or email address significantly increase the usefulness of your leads.
Phone numbers should include a country code and area code (e.g., +1 555-123-4567).
Campaign Lists
When creating or uploading leads, you assign them to a List. Ensure you know which List your leads should belong to.
Once a lead is assigned to a List that is tied to an active campaign, it can be contacted immediately if it meets the campaign’s rules.
Although bulk importing is the primary method of adding leads, you can also create leads one at a time via a form in Eqho AI.
Navigate to the Leads Section
Go to Leads > Create New Lead (or similar button).
Fill Out the Form
All fields in the form must be filled out to create the lead.
Use valid phone numbers and/or email addresses if you want to test actual contact workflows.
If you only need to test the form submission process, you can use throw-away placeholders (like a test phone number).
Assign to a List
Required: Select which List this new lead will belong to.
If the List is associated with an active campaign, the lead becomes immediately available for that campaign (assuming it meets all the campaign’s dialing or contact rules).
Save
Once you save the lead, it appears in your Leads or Leads Lists section, ready for any campaigns or workflows.
Note: Manually creating leads is mostly recommended for testing. For large-scale lead management, please use the bulk upload feature.
Start with the Example Template
Download the example CSV from your Leads page to understand the recommended column headers and formatting.
Common columns you might include:
first_name, last_name, phone_number, email, company, etc.
Check Your Data
Phone numbers must include country and area codes (e.g., +44 20 1234 5678, +1 555-123-4567).
Ensure emails follow a valid email format (e.g., [email protected]).
Remove or correct obvious data errors to avoid failed uploads (e.g., removing non-numeric characters from phone fields except +).
Optional Fields
While no single field is strictly mandatory, phone numbers or emails are highly recommended.
Additional columns (e.g., industry, source, notes) are welcome but not required.
Go to the Leads Page
From the main navigation, select Leads.
Click ‘Upload’
This opens the upload interface.
Drag & Drop or Select Your CSV
You can drag your CSV file directly into the upload area or click “Browse” to choose it from your computer.
Assign Leads to a List
You’ll be prompted to select the List you want to assign these leads to.
If the List is tied to an active campaign, these leads become immediately available for contacting.
Match CSV Columns
Eqho AI will attempt to automatically match your CSV columns to the lead fields in the platform.
Verify or adjust any mismatched columns (e.g., phone > Phone Number).
Validation Check
A quick validation step checks each row for basic errors (e.g., invalid phone formats).
You’ll see any flagged records at this stage. You can continue importing valid rows even if some rows fail.
Duplicate Handling
Eqho AI will not import duplicate leads from your CSV. It automatically checks for duplicates based on phone number or email and will only import one unique record.
Upload Summary
After the upload completes, you’ll see a summary page listing how many leads were successfully uploaded and how many (if any) failed.
Failed Records
Any rows that failed will be clearly indicated. You can note the errors (e.g., invalid phone format) and correct them in your CSV for a future attempt.
Lead Availability
Successfully uploaded leads will appear under Leads and Leads Lists.
If assigned to an active campaign, those leads may start receiving calls or emails immediately (as dictated by your campaign rules).
Why did some leads fail to upload?
Typically due to invalid phone numbers (missing country code/area code) or improperly formatted emails.
Check the summary page to see which rows failed and update them accordingly.
Can I upload extremely large CSV files?
Yes, there’s no hard limit right now. However, very large files may slow down the platform. If you experience slowness, consider splitting your file into smaller batches.
What happens if I have duplicate leads in my file?
Duplicates are skipped. Only one unique record is imported per phone number or email.
Is there a limit to how many custom fields I can include?
No strict limit. You can add as many fields (columns) to your CSV as you’d like, but ensure that important fields (especially phone number and/or email) are present to maintain lead quality.
Where can I get help if something goes wrong?
Email [email protected] with details about your issue, including screenshots of error messages or the failing CSV rows.
Video Walkthrough: A step-by-step video is embedded in this article or available in the Eqho AI Learning Center. It shows how to create, upload, and map lead fields in real-time.
Example CSV Template: Download from the Leads page.
Help Center / Gitbook: This guide (and other how-to articles) can be found in the Eqho AI Learning Center (Gitbook), updated quarterly.