Columns are matched case-insensitively: Name (required), Region, Primary Category (or Category), Ecosystem, Why This Is A Fit, Recommended Talk Angle/Pitch, Client Type, Work Type, Source URL, Website, Phone, Email, Instagram, Street Address, City, State, Country, Company Size, Specialties, Notable Clients (comma-separated lists), Notes, Contact Name, Contact Email, Contact Title, Contact Position, Source of Import. Unrecognized columns are ignored. Region, Primary Category, and Ecosystem must each match one of the app’s existing values (case-insensitive) — a row with a value outside that list is skipped and listed in the import results rather than creating a new one. Source of Import is open-ended: pick one below or type a new one, and it’s remembered for next time.
If a row’s Name + track already exists, that target is updated instead of duplicated — its existing Notes/History, Tracking, and Contacts are left untouched, and a timestamped note marks that it was updated via import. Import itself is instant and never calls Claude, however many rows you bring in — no AI research runs at this step, so a list in the thousands imports right away. Use List Triage afterward to work through which imported targets are worth pursuing, and Add / Find Target Data to actually research one. Website also becomes the target’s “View source” link if no Source URL is given. You’ll see a preview and can cancel before anything is saved — every row lands in the podcast track.