If you're starting with Waalaxy and already have a database of prospects in an external file, you can easily import it into your account. This allows you to immediately start your prospects on their first campaign. 🤩
What should my CSV file include?
To import a CSV file into Waalaxy, the LinkedIn URL column is mandatory.
Each prospect must be linked to a LinkedIn profile.
Optional data
You can also add the following information:
Email address
First name
Last name
Job title
Company
Region
Phone number
👉 This data will replace the information retrieved from LinkedIn and will be used as a priority in your campaigns.
💡 Good to know
Accepted data types:
During the import, only LinkedIn URLs, Sales Navigator URLs, and emails are taken into account to ensure data integrity.
➡️ After the import, to find prospects with a personal email, apply the “Has a LinkedIn email” filter in your list.
Number of prospects:
There is no limit to the number of prospects you can import via a CSV file.
⚠️ If you import a prospect’s email, it must be associated with a LinkedIn or Sales Navigator URL.
To do this, use a file containing at least:
a LinkedIn URL column
an Email column
Import a CSV File
From your Waalaxy account, open the list into which you want to import your prospects.
Click on “Import” (option available on the right side of the screen).
Select “Import a CSV file”.
At the “Import a CSV file” step, drag and drop your file or click on “Choose file to upload”.
At the “Match data” step, link each column of your CSV to the corresponding Waalaxy properties:
First name
Last name
Job title
Email
Phone number
Company name
Company domain
Headline
Region
At the “Finalize import” step, configure the import options (Team duplicate security, Move duplicates to the import list, Overwrite and replace existing prospect information).
Click on “Import” to start the import.
From your Waalaxy account, go to the list where you want to import your prospects.
Click on “Import” (find this option on the right side of your screen).
Select “Import CSV File”.
Click on “Drag and Drop or Choose file to upload” to upload your file.
Once your file is uploaded, click on “Import”.
💡 It is not possible to import or create custom columns. Only the attributes already available in Waalaxy can be used.
Options:
Team Duplicate Security: when this option is activated, you can't import a prospect who is already in the app of another team member.
This feature is only included in the Team subscription.
Move duplicates to import list: when this option is activated, prospects that are already in one of your lists will be moved to the list you are importing into.
Overwrite and replace existing prospect information: when this option is enabled, the data from the CSV file replaces the existing information of the prospect already in your account.