Add Prospects

How to import prospects from a CSV file

Before you begin
  • Make sure your CSV has the prospect details separated in columns for each field. Each column should have a header.
  • Click here to download a sample CSV.
Here’s how you can quickly import prospects from a CSV file:
  1. Login to your Klenty account and go to Prospects – Add Prospects.
  2. Under Import from CSV click to upload, or drag and drop the file you want to import.
  3. Map the CSV headers to the corresponding Klenty fields. Make sure to include at least First Name/Full Name column in your CSV as this is a mandatory field. 
  4. You can add prospects to a Tag or List here to categorize them in your Klenty database. You can create or choose from your existing tags/lists or use a column from your CSV file.
  5. Enable Update Duplicates if you need to update prospects already present in Klenty.

 

 

You can view the results of the import and schedule a cadence for the prospects you imported from the Import History.