CSV import is the most reliable way of importing a list of contact records into LeadCooker. CSV stands for "comma separated values". This is one of the most widely used file formats to exchange tabular data (i.e. data organised in rows and columns) between the apps. CSVs look like a garden-variety spreadsheet but with a .csv extension.
How to start work with CSV import in LeadCooker
Don't panic! 🙌 It's easier than it appears 😄
To upload contacts via import from spreadsheet file you need to prepare data in the right form that can be readable by Leadcooker app. To do that download the sample of the spreadsheet file in (.csv format):
Also, you can clone the Google spreadsheet file and export it in CSV-format from the app to work with:
Here is how the fields of the file look like when you open it:
Headers format & fields types
Our system supports only this headers for your CSV file for now (UTF-8 encoding and special characters are included):
- First name
- Last name
Put the data you want to import into the fields of the spreadsheet and then save it in .csv format.
To get it done:
- To create a CSV file from an Excel file, choose the Save As option and change the file type to .csv - Comma Separated Values.
- If you work with online spreadsheet editor (like Google spreadsheet for example) download the file to the computer in the .csv format. To create a CSV file from a Google Spreadsheets, choose the "Download As" option and change the file type to Comma-separated Values.
Now you're ready to Import. 👍
- Go to the Contacts in the Leadcooker app, click the "Add contacts" button.
- Click "Import from CSV".
- In the pop-up window click on "Upload from computer" or just drop the file in the bordered space.
- Then you should check that all fields are matched correctly for your contacts and you have no mistakes. Some data of your contacts in the file will be shown in the table and you can re-order necessary fields if there some mistakes happen. For example, if you have not used our sample of CSV-file and try to import own-based table CSV with different fields. You can match them from drop-down options on the screen (Email, Last Name, Location, etc.).
- If all thing was done - then click "Import contacts" button.
That's it! 😋 You can move on now.
Also, there are several options you may use during the import process:
- with "Duplicates" option you can skip duplicates of your contact list, overwrite existing data or fill empty data for your contacts.
- with "Setup tags" option you can mark import as existing tag or create one for your new contact list, overwrite existing data or fill missing data for your existing prospects.
- with "Opt-out" mark all imported contacts as opted-out. They will be imported in the pre-defined Opted out segment and will never receive your messages. It can help you to re-import or match opted out lists of customers from several systems you work with.
You've just uploaded your first leads so you can work with it further.
Go to the next article to find out how to work with your first contacts and what is a segment 🤔👉
Don't forget to contact our team with any questions via chat if you'll meet some cliffs on your way of creating your best-automated prospecting process ever. We're here to help 🙌