Add Prospects

How to import prospects from Google Sheets

Using Google Sheets is an easy way to import prospects to Klenty.

To begin, connect your Google account.

  1. Login to Klenty and go to Prospects, Add Prospects and the Google Sheets tab.
  2. Enter the email id of the Google Drive account that you wish to connect to Klenty and click on Authenticate.
  3. Enter a name to create a new Sheet while will be created in a newly created Klenty folder in your Google Drive.
  4. Copy your prospect details over to this new Sheet.
  5. In Klenty, you’ll see the Sheets you’ve created via this process in the Google Sheets tab listed as ‘Your sheets‘. Click on the Import button on the Sheet you want to import.
  6. In the Prospect Field Mapping, map your Sheet headers with Klenty prospect fields. Add to a list or tags if needed and click on Preview.
  7. Click on Import.