Load Any CSV Into Expandi, Safely
Expandi Skills/ Launch campaigns

Load Any CSV Into Expandi, Safely

Load a CSV into Expandi safely: preflight (profile-link validity, dedupe, explicit placeholder columns, 300-char cap), create the list, check headroom, wire auto-assign BEFORE the first add (it is not retroactive), chunk-add leads with placeholders, read-back verify, emit a launch manifest.

DifficultyIntermediate AccessCreates drafts, you activate

One quick form. It also puts you on the update list for this skill.

Try asking

Talk to your agent the way you would brief a teammate.

“Load this list of closed-lost leads into a re-engagement campaign”
“Can you check this CSV for bad LinkedIn URLs before we import it?”
“Add these 1,200 leads to my campaign with their placeholders attached”

What it does

  • Validates a CSV before Expandi ever sees it: LinkedIn URL format, duplicates, and any value over the placeholder character cap.
  • Flags sensitive or irrelevant columns and only turns a column into a placeholder if you explicitly pick it.
  • Resolves the seat and target campaign, warns you plainly if it’s already active, and works out how many leads it can still take, the 5,000 cap is per campaign, not just per list.
  • Creates or tops up an Expandi-managed list and adds leads in resumable chunks, showing you a diff of any placeholder it would overwrite first.
  • Checks headroom before wiring auto-assign, and translates it into plain terms, “your leads clear in about N days”.
  • Reads the list back from Expandi itself to confirm added, skipped, and quarantined counts before calling it done.

Install

Pick your platform.

claude.ai

Settings → Capabilities → enable code execution → Skills → upload the zip. Team/Enterprise workspaces may need an org-level toggle enabled first; custom MCP connectors (for live Expandi access) need a paid plan.

Next steps