How to import Contacts into Outbound Rocks


In this tutorial we will show you how to import contacts into Outbound Rocks using the CSV upload feature. Read on if:

  • You have contacts in a CSV file that you want to add to a list in Outbound Rocks.
  • You want to import all your contacts so that you can contact and track them in Outbound Rocks.


CSV Upload: is a feature that allows you to save your contacts in Outbound Rocks and then take action on them, such as enrolling them in a sequence, adding them to an Outbound Rocks list, tracking your engagement, and more.

Uploading Contacts to Outbound Rocks

First, log into your Outbound Rocks account and click on “Contacts” in the left bar, then click on “Import CSV“.

You can also try this alternative access: Contacts > Client List > Import or Contacts > Contact List > Import CSV.

On the resulting screen, click “Here” to open and edit the template. It is important to keep the order of the columns, so we recommend that you do not modify the file.

The next step is to fill in all of the information. The Excel spreadsheet contains 24 columns, some of which are numeric fields such as age, lead status, and mailing list, and some of which are text fields (name, phone number, or address).

Here is how to fill in each field:

  • First Name: the contact’s first name.
  • Last Name: the contact’s last name.
  • Age: the contact’s age.
  • Lead Status: indicates the status of the prospect (Customer, Sent to CRM, Bad Timing, Open Conversation, Unqualified, Contacted, and New). If you leave this field blank, the system assigns a value of New, which you can change later.

  • To change the status, click Contacts > Contact List, and then select the list you want to change. On the resulting screen, click “Update Details“, scroll down to “Category” and change it to the new value.

  • Mailing List ID: is the ID of the list. You can find it by clicking on “List Segment” and then selecting the list. You can also see it in the URL, as shown in the screenshot below.

  • Description: additional information or notes about the contact.
  • Phone: the contact’s phone number.
  • Email: the contact’s email address.
  • Address: the contact’s street address.
  • City: the contact’s city.
  • Country: the country in which the contact is located.
  • Company Name: the name of the company associated with the contact.
  • Language: it is the language of the contact. Fill in using this format: en, es, fr or it.
  • Email Validation:  indicate if your email is validated or not.
  • URL: the website or URL associated with the company.
  • Industry ID: an identifier for the industry to which the contact or company belongs.
  • Business Type: the type of business associated with the contact (e.g., retail, technology).
  • Is-Customer: a true/false binary indicator of whether the contact is a customer.
  • Number of Rooms: complete this field only if your business is a hotel.

6. Once you have completed the file, click on “Upload” and you are done!

In this tutorial we have seen:

  • How upload a list you already have via .csv, following the file template you can download in our app.
  • You can check the lists you have already created in the Mailing List section.

Have an Apollo account? Check out this blog post to learn how to export your contacts from that platform and import them into Outbound Rocks.

As you can see, it is very easy to upload contacts to our system.

If you still have questions, feel free to contact our friendly support team. Drop us an email at and we’ll be happy to help.

And if you are not yet using Outbound Rocks, fill out the form below and we will get back to you as soon as possible.