Integrations · Import and export
CSV and Excel
Import companies and won or lost deals from a CSV of up to 200,000 rows, and export accounts, contacts or a campaign’s leads as CSV or Excel.
How the CSV and Excel integration works
A CSV import maps your columns to domain, name, country, size, industry and deal fields such as stage, amount, outcome and loss reason.
Exports of up to 5,000 rows download at once; larger ones, up to 100,000 rows, are prepared in the background.
- Uses the same filters as the lists for exports.
What syncs between Outlevo and CSV and Excel
| Direction | Data | Details |
|---|---|---|
| CSV and Excel → Outlevo | Companies and deals | Companies and their won, lost or open deals, for the ICP and win/loss analysis. |
| Outlevo → CSV and Excel | Lists | Accounts, contacts and a campaign’s leads, as CSV or Excel. |
How to connect CSV and Excel
- Open Import, upload the CSV and map its columns.
- Export from Accounts, Contacts or a campaign’s leads.
| Who can connect | Anyone who can add accounts imports; exports follow the list you can see. |
|---|---|
| Cost | Importing and exporting use no credits. |
| Access | Contact columns are dropped unless contact import is turned on with a purpose. |
What teams use it for
Win/loss without a CRM
A CSV of won and lost deals is enough for Outlevo’s win/loss analysis.
Questions about the CSV and Excel integration
How does the CSV and Excel integration work?
A CSV import maps your columns to domain, name, country, size, industry and deal fields such as stage, amount, outcome and loss reason.
What data does Outlevo sync with CSV and Excel?
Into Outlevo: companies and deals (Companies and their won, lost or open deals, for the ICP and win/loss analysis). From Outlevo: lists (Accounts, contacts and a campaign’s leads, as CSV or Excel).
How do I connect CSV and Excel to Outlevo?
1. Open Import, upload the CSV and map its columns. 2. Export from Accounts, Contacts or a campaign’s leads.
Who can connect CSV and Excel?
Anyone who can add accounts imports; exports follow the list you can see.
What does the CSV and Excel integration cost?
Importing and exporting use no credits.
See who Outlevo would sell to
The free ICP assessment reads your website and drafts your buyers and a first email. No sign-up, no card.