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Importing Recipients3 min read

Import a CSV file

Upload any CSV with an Email column. CMass reads first name, last name, company, and any custom columns automatically.

CSV import is ideal for contact lists exported from a CRM (HubSpot, Salesforce, Apollo, Instantly, etc.) or built in Excel or Google Sheets. CMass parses the file in your browser — it's never uploaded to our servers.

Required column

  • ▸Email (also accepted: 'Email Address', 'Work Email', 'E-mail')

Recognized optional columns

  • ▸First Name (or: First, fname)
  • ▸Last Name (or: Last, lname)
  • ▸Company (or: Company Name, Organization)

Any other column in your CSV becomes a custom merge tag automatically. For example, a 'Job Title' column becomes available as {Job Title} in your email template.

How to import

  1. 1Open CMass from the compose window
  2. 2Go to the Recipients tab and click the '📁 CSV' source tab
  3. 3Click 'Choose CSV file' and select your file
  4. 4CMass parses the file and shows a preview with the first 5 rows
  5. 5Review the preview — confirm the right columns are detected
  6. 6Click 'Add X contacts →' to add them to the campaign
CMass CSV import showing a file upload button and a preview of imported contacts
CMass parses your CSV and shows a 5-row preview before adding contacts.
💡 CMass shows you a preview before committing — you can cancel and fix the file if a column wasn't detected correctly.

Exporting from popular tools

HubSpot

Go to Contacts → Actions → Export. Choose CSV format. The exported file includes First Name, Last Name, Email, and Company columns that CMass auto-detects.

Apollo.io

Select contacts → Export → CSV. Apollo exports 'First Name', 'Last Name', 'Email', 'Company' and many enrichment fields — all of which become custom merge tags in CMass.

Google Sheets

File → Download → Comma Separated Values (.csv). Or use the Google Sheets import method in CMass to skip the download step entirely.

⚠️ CSV files must be UTF-8 encoded. Files saved from older versions of Excel may use a different encoding and show garbled characters for accented names. Re-save with UTF-8 encoding if you see this issue.

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