Before you start
Make sure you have:
Access to Ora
A clean lead list (CSV or Salesforce report)
🎥 Watch: How to Import Leads (1 min)
This video walks you through importing your lead list via CSV
Step 1: Choose your lead source
From the Ora homepage, you’ll see two options:
Import CSV file (quick and flexible)
Import via Salesforce (ideal for RevOps teams or SEP workflows)
If you opt for SFDC, please move to this article for more detailed instructions. 🔗 see Salesforce setup requirements
If you're uploading a CSV, it must include a column titled Email. But there are some optional fields like:
First name
Last name
Job title
Company
For tips on building a lead list, click here. (example list included)
Step 2: Click "Complete Import Leads"
Once your file is uploaded, click Complete Import Leads to begin processing.
You can import multiple CSVs, we will combine them behind the scenes.
Step 3: Click "Continue to Training"
This takes you into the next phase: training Ora on your company.
You’ll define your audience, value props, and more in this step.
Troubleshooting tips
Lead list not uploading?
Make sure your file is saved as
.csvDouble-check that the email address column is labeled exactly as Email
Avoid merged cells, blank rows, or special formatting
No leads processed?
Review your campaign targeting
Make sure your lead list aligns with the roles and departments set during training