Only thing really required for your .CSV file to contain is email addresses. That is the minimum you need when uploading your .csv file. Autoklose also has the option for mapping additional columns: First Name, Last Name, Organization, Job Title, Industry, Phone, etc., if required and included.

Those columns are called headers and should be the first row of your .CSV file; otherwise the first row will be lost and the system will not recognize the columns you are trying to upload. You won't be able to use that information as Tokens while creating your email content.

You can map all fields but only use one. The column order in the .CSV does not matter; the only thing that matters is mapping those columns properly to one of the predefined Autoklose Tokens in order to use them.

There should not be any special characters (e.g., Ö, ã, č, etc.).

If you don't have additional information for all contacts—for example, you don't know the First Name of a particular contact—you can leave it blank and the Autoklose system will use a default value for your email in that case. You can set that default value here.

Make sure you don't have too many blank columns; the system will show an error message when you try to upload a .CSV file with too many empty columns.

If you have any questions do not hesitate to initiate a live chat.

Happy klosing! :)

Your autoklose.com team!

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