The CSV import reads a fixed set of columns. Getting the header row right is all it takes for a clean import. This page lists each column, what it does and what a good value looks like.
Where to find it:
On the CSV Import screen, click CSV Format Reference to open the same list on screen. Download Sample gives you a ready file with the header row and two example rows.
The header row:
The first row must hold these column names in lowercase. Column order does not matter, and extra columns are ignored.
title,category,headline,cta_text,pdf_url,subheadline,cover_image_url,accent_color,affiliate_link,template
Required columns:
- title: the funnel title. The web address is made from it.
- category: the category slug or name, in any letter case, for example email, Email or Email Marketing. The slugs and names are on the Categories screen. A new name, such as Pet Care, can be created for you during the import.
- headline: the squeeze page headline.
- cta_text: the button text.
- pdf_url: a direct link to the PDF. It is downloaded to your site during the import.
Optional columns:
- subheadline: the line under the headline.
- cover_image_url: a link to the cover image. It is downloaded to your Media Library and used as the cover.
- accent_color: a hex colour with the hash sign, for example 10b981 written with a hash in front. Blank uses the standard purple, 667eea with a hash.
- affiliate_link: this funnel's own Check Out This Resource link. Blank uses your Settings default.
- template: one of gradient, clean-card, bold-vibrant, minimal, dark-professional, modern-glass, neon-cyber, warm-sunset, corporate-blue. Blank uses gradient.
There are no CSV columns for the popup headline or the gradient colours. Imported funnels use the headline in the popup and the standard purple and blue gradient. You can change both later with Edit on My Custom Funnels.
Example row:
"Healthy Habits Starter Guide",productivity,"FREE: Healthy Habits Starter Guide","Get Free Access","https://example.com/wp-content/uploads/healthy-habits.pdf","Small daily changes that add up","https://example.com/wp-content/uploads/healthy-habits-cover.png","","","clean-card"
Saving the file:
- Put quotes around any value that has a comma in it.
- Save the file with commas, not semicolons.
- In Excel, choose CSV UTF-8 or CSV (Comma delimited). In Google Sheets, use File, Download, Comma Separated Values.
A real example:
Sam keeps a Google Sheet of lead magnets for yoursite.com. Each row has the title, the category slug (podcasting, real-estate, email), the headline, the button text and the PDF link from the yoursite.com Media Library. The template column picks clean-card for checklists and minimal for templates, so the look matches the content.
Tips:
- Upload your PDFs to your own Media Library first and copy their links into pdf_url. Your site can always reach its own files.
- Validate first and read every row error before you import.