How to import Data using Excel & CSV?

Instead of manually adding recipients to your workspace one by one, you can upload any CSV containing a list of all of them. It’s pretty simple:

1. On the workspace page, click on Add Records, then download the template file by clicking on Download Sample.

1. Open the sample file with Excel or Numbers. You'll see a table containing several columns that we expect during import.

• First name*: The recipient's first name

• Last name*: The recipient's last name

• Email: The recipient's email address

• Company: The recipient's workplace

• Job Title: Position of the Recipient's

• LinkedIn URL: The recipient's LinkedIn URL

• Sales Nav URL: The recipient's Sales Navigator profile

• Company LI URL: Recipient's company LinkedIn page

• Website: The recipient's business website

• Location: The recipient's current location (including street, city, and state)

• LinkedIn VMID: A unique VMID ID

• Summary: Summary of the recipient's profile

Note: The fields marked with * are mandatory.

1. You can fill out the table with your recipients, following the same format as the sample template.

1. Once you finish, save the file and go back to the workspace page you were on. Click on Select your files, select the file you've just saved, then click on Import Data

5. It'll take a few moments for the file to be uploaded. You'll receive a notification letting you know when the import is completed. After that, you'll be able to verify these records using an email verifier straight from the workspace page to improve the sender's reputation and improve bounce rate if you need it!

Need help? Send us a message via email and we'll get back to you. 😉