If you have spreadsheets of contacts, you can upload them to sequences through importing CSV files. You can import contacts into new and existing sequences.
This is the recommended format for CSV files:
You'll want to include the contact's first name, last name, email, title, company, and website. It's important to include the email, website, and LinkedIn profile columns, especially if you're planning to look up missing work or personal emails for contacts.
Additional columns can be added if you'd like to import additional information for the contact. If you'd like to import the contact's location info such as city, state, and country, be sure to have those columns set up in your CSV file.
Importing contacts into a new sequence
If you're importing a CSV file into a new sequence, you can click on the "Import CSV" button once you've created a sequence.
Importing contacts into an existing sequence
To import your CSV file into an existing sequence, select the sequence and then click "Import CSV".
From there, you can drag and drop your file or click "browse" to upload it. The file must be saved with a .csv extension in order to upload it to your sequence.
Mapping CSV columns to sequence custom fields
During the file import, you can select how to map the CSV columns to the sequence custom fields within Interseller.
Mapping Location Fields
When mapping city, state, and country, you'll want to select the field starting with "Location" to map to the corresponding field. This is how these three fields would be mapped:
- "City" is mapped to "Location - City"
- "State" is mapped to "Location - State"
- "Country" is mapped to "Location - Country"
When the CSV is imported, these fields will be formatted into "city, state, country" for the "location" custom field. Additionally, an individual custom field will be created for each location data. Here's an example of how it'll appear after the contact is imported:
Looking up missing email addresses
If your CSV file is missing some email addresses, you can choose to look up either work or personal emails to locate the missing emails to add them in. Choosing one of these options will count towards your lookup credits and can slow down your import, especially if you're importing over a thousand contacts. You can also choose to skip looking up any of the missing emails. Once you click "Import CSV", your contacts will import and you should be all set.
If your CSV file doesn't have any missing emails, you'll bypass the third step for looking up any missing emails and see the finished import.
Note: If your CSV file only contains email addresses, you can still import the file. There's a 32MB limit for each imported file.