Access Automate Outreach lets you import leads into your campaigns from an Excel file or directly from your CRM. This article explains how imports work, how your data is handled, and what to expect when re-importing existing leads.
What data is imported
When importing from an Excel file, phone numbers and email addresses are routed to the correct fields based on the contact type — ensuring that data lands in the right place without manual correction.
For contacts imported from Vincere, both work email and personal email are preserved as separate entries through the import flow, so no contact information is lost or merged unintentionally.
Re-importing existing leads
If you re-import a lead who already exists in your campaign, Access Automate Outreach will backfill any empty fields with data from the new import file. Fields that already contain data are not overwritten, so you won't lose information you've already captured.
🤓 Tip: Use re-imports to enrich existing lead records — for example, to add phone numbers to leads you originally imported with email addresses only.
Importing large lead lists
Campaigns with large lead lists save quickly after import. If you previously experienced slow save times or timeouts when importing a large number of leads, this has been resolved and performance is significantly improved.
Lead status after import
After import, leads are initially assigned a Pending status while email verification runs. Once verification completes, leads are moved to the appropriate status automatically.
If email verification fails for a lead, their status updates correctly to reflect this — leads will no longer remain stuck at Pending indefinitely.
Tips for a successful import:
Ensure your Excel file uses consistent column headers for phone and email fields.
For Vincere contacts, check that both work and personal email columns are present in your export before importing.
If a re-import doesn't update a field you expected to change, check whether that field already has a value — existing data is preserved intentionally.
If leads remain at Pending status for an extended period, contact support to investigate any email verification issues.
Need help?
For assistance with lead imports, reach out to your Customer Success Manager or contact our support team via the In-app Chat (Access Digital Assistant).