Importing Leads & Migration
Bring your existing lists into MailMoo and move over from another outbound tool.
If you already have lists, you do not need to rebuild them. MailMoo imports CSVs and maps your columns onto its own lead fields, so whatever you exported from your previous tool is usually enough to get started.
Importing a CSV
Go to Get Leads and upload your file.
During import you map each column in your file to a MailMoo field. A few things worth knowing:
- Enroll existing people is the recommended default. MailMoo reuses a matching Person and enrolls them in this campaign unless they are already enrolled. Turn on Skip people already in CRM only when existing People should be excluded entirely.
- Email and name fields are what sequencing and personalization depend on. Map these first.
- Columns you do not map are not lost. They can be kept as custom fields on the lead and referenced later in your messages.
- A personal social profile identifies a person across campaigns. Shared company details are matched by the company's social profile or website domain. Company names alone are not merged because different businesses can have the same name.
- Email does not automatically identify a Person. A shared inbox or reused address is not safe evidence that two rows are the same person.
- Provider profile images are cached automatically. When an import or enrichment includes a person photo or company logo, MailMoo stores a stable copy so temporary provider links do not turn into broken images.
Clean the file before uploading rather than after. Removing obviously dead rows up front costs nothing; enriching them costs credits.
Company enrichment options
Company and website research are separate import options:
- Research company uses the mapped company social profile URL to fetch structured company profile data.
- Research website uses the Research Agent to investigate the mapped Website Link.
You can run either option independently or select both.
What to export from your current tool
Most outbound platforms will export something close to this, and it is all MailMoo needs:
| Field | Why it matters |
|---|---|
| First and last name | Personalization and greetings |
| Email address | Sending and reply matching |
| Company name | Personalization and enrichment matching |
| Job title | Filtering and message relevance |
| Company domain | Improves enrichment accuracy |
| Any custom notes | Can be kept as custom fields |
Anything missing can be filled in afterwards with enrichment. See Lead data.
Migrating an active campaign
Moving mid-campaign needs a little care, because two tools sending to the same person is worse than a short gap.
- Stop the sequence in your old tool first. Pause it before importing anywhere, not after.
- Export contacts along with their status. You want to know who has already been contacted and who has replied.
- Import in two lists. Keep never-contacted leads separate from already-contacted ones, because they need different opening messages.
- Rebuild the sequence in MailMoo rather than trying to mirror the old one step for step. See Sequences.
- Connect your sending accounts and let them warm up before pushing full volume through them.
Do not point a fresh sending account at your entire migrated list on day one. A new account sending thousands of messages immediately is the fastest way to land in spam. Start small and let the limits rise.
After the import
People are stored once in your CRM and each campaign import creates campaign enrollments. The final import receipt reports enrollments plus rows skipped because they were already enrolled, repeated in the input, conflicted, or matched existing People while the skip option was enabled. If your file was thin, add an AI column or two so your messages have something specific to work with. Person and company details are shared across campaigns, while campaign-specific research and scores stay on the campaign. Lead data covers how.