.CSV Lists
Upload your own data directly into ProspectingToolkit. This allows you to put exported lists and other profile data to work.
Alex
Last Update 2 года назад
How to format and upload .CSV files from 3rd party data sources
ProspectingToolkit accepts .CSV files from 3rd party data sources that contain at least the column "Link" with the URLs of the profiles you want to target.
Before uploading your file into ProspectingToolkit, make sure it’s properly formatted. You may also use other variables that exist within your file.
.CSV File Formatting Best Practices
All column headers are case-sensitive and must be spelled exactly as shown in the sample. The CSV file must contain a column named "Link" that includes the URL of each of your leads.
It may also contain such fields as:
Email;
Work_email
Full_name
First_name
Last_name
Position
Phone
Company_name
Website
Using Your Own Data Points
Using the fields above will override the data our system pulls. If you have a good source, you will be able to pull work emails and other key data with ease.
Using {Custom_Fields}
Custom fields allow you to pull variables of your choice (i.e. Seed Round Funding, Company Revenue, or Relevant News) directly from your favorite data source and use that data point in your outreach campaigns.
How to Upload a CSV
Adding a CSV file to your dashboard is as easy as using any other source or filter list. To start, proceed with the following steps:
👉 Go to Campaigns Tab
👉 Click the Add Search button
👉 Select From CSV File
👉 Navigate to your file and upload it
👉 Finally, click Start Campaign or Save as Draft