Getting Started with Google (CSV)

Orum allows you to quickly and easily import your leads using a Google CSV file, enabling seamless dialing with all the relevant information at your fingertips. T

This guide will walk you through the process of setting up your Google CSV import and ensuring everything is configured correctly for your team's needs.

🚨 If you are an Admin, make sure to first complete our Admin Checklist before moving forward

🚨Your Gmail account must be a Business Gmail. You can create a business Gmail account here.

Recommended Browser: Chrome

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Preparing Your Google CSV File

Before importing your leads into Orum, you'll need to prepare your CSV file. Follow these guidelines to ensure your file is properly formatted:

1. Column Headers: Ensure your CSV file includes the following required column headers:

   • First Name
   • Last Name
   • Phone Number
   • Email Address
   • Company Name
   • Job Title
   • Custom Fields (if applicable)

2. Formatting Tips:

   • Make sure phone numbers are in a standard format, including the country code (e.g., +1 for the U.S.).
   • Avoid special characters in any fields to prevent errors during import.
   • Use consistent naming conventions across all fields for clarity.

Importing Your CSV File into Orum

Once your CSV file is prepared, follow these steps to import it into Orum:

1. Navigate to the Import Tool:

   • Log in to your Orum account.
   • Go to the Leads section from the main menu.
   • Click on Import Leads and select Import from CSV.

2. Upload Your CSV File:

   • Click Upload CSV File and select your prepared Google CSV file from your computer.
   • Orum will automatically detect and map the columns from your CSV to the corresponding fields in the platform.

Once you've completed these steps, you're ready to start dialing!