Articles on: Connections and Actions

.CSV Import

In today's interconnected world, our professional contacts are not limited to a single platform. We build relationships on LinkedIn, Twitter, Facebook, and a various other online platforms. Each of these platforms serves a unique purpose, making it challenging to keep track of your network effectively.

Constantly switching between different websites and apps can be counterproductive and frustrating. This scattered approach can lead to missed opportunities, forgotten connections, and lost potential. It's time for a solution that unifies your digital network and streamlines your networking efforts.

The answer is here: LeadDelta's .CSV Import feature

With the new .CSV Import feature, you'll have the power to centralize your entire network effortlessly. Say goodbye to the chaos of switching between platforms and ensure that no contact gets overlooked, regardless of the platform they are on.

Here's why LeadDelta's .CSV Import feature is a game-changer:

Centralized Database: With .CSV Import, you can effortlessly gather all your contacts in one place. No more switching between platforms. LeadDelta becomes the hub for all your professional connections.

No Contact Left Behind: This feature ensures that no contact gets overlooked, irrespective of where they are on the web. LeadDelta's centralized system keeps track of all your connections, making it easy to stay in touch with key individuals.

Streamlined Management: Managing your network has never been this efficient. LeadDelta's user-friendly interface allows you to organize, categorize, and communicate with your contacts seamlessly.

Time-Saving: Say goodbye to the hours spent navigating between different platforms. LeadDelta's .CSV Import feature saves you time and allows you to focus on what matters most – building and nurturing relationships.

How .CSV Import Works

The process is simple and efficient:

Export your contacts from various platforms in .CSV format. This part is important as at the moment, only the .CSV file format is accepted.

This article explains technical prerequisites for the successful import.

Upload the .CSV file to LeadDelta:

Import Button

Click on the import button and choose the file you want to add.

Mapping Fields

On the "Map CSV Table" screen, map fields from the file (on the left side) to predefined fields in LeadDelta.

The Email field is required, and all others are optional.

Custom fields are not available in the v.1

From this page you can apply one of the existing Tags or create a new one.

You can also manage which contacts you want to import- only the ones that don't already exist in LeadDelta, or existing ones with the updated information as well.

If you're importing the existing contacts, keep in mind that the import will override data by default. You can turn that off upon import.

When ready click the Continue button and the upload process will start.

Once the import process is done, you can see the results of your import in the Data Management Tab.

Data Management Tab

By clicking on the Overview available button, the result page will appear, containing information on how many contacts were successfully uploaded, or if there were some new imports or old contacts that were updated.
If there are any duplicates or invalid rows (incomplete or incorrect email addresses,) such contacts will not be uploaded.

Import Overview Page

From here, let LeadDelta do the rest. Your contacts will be automatically organized and displayed in your LeadDelta account.

Each imported contact will be labeled with the following tags: Imported and .CSV. This will help you identify your imported contacts easily.
You can always filter your imported contacts by these 2 auto-tags.

Filter Imported Contacts

Whether you are a professional looking to strengthen your business connections or a job seeker aiming to expand your network, LeadDelta's .CSV Import feature is a versatile tool that can help you achieve your networking goals efficiently.

Your LeadDelta team
P.S. Growing a business is hard. We try to make it a bit easier, here.

Updated on: 27/03/2024

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