Outreach

Import leads

Start with a file or connect the system of record. Taicho validates, maps, and deduplicates before leads enter your workspace.

One-time
CSV import
Use a CSV when you have a prepared list or a one-off data migration.
  • Upload and preview rows
  • Map source columns
  • Review validation issues
  • Import without duplicates
Continuous
CRM connection
Use OAuth to connect a CRM when updates need to remain synchronized.
  • Bidirectional synchronization
  • Incremental updates
  • Connection health visibility
  • Recoverable sync errors
Open the import wizard
In Taicho, go to Outreach → Leads → Import leads, or open the wizard directly.