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How do I import Prospects from a CSV file?
How do I import Prospects from a CSV file?

Step-by-step instructions on working with CSV files.

Preena Francis avatar
Written by Preena Francis
Updated over a week ago

Before you begin: Make sure your CSV has the prospect details separated in columns for each field. Each column should have a header.

Here’s how you can quickly import prospects from a CSV file:

  1. Login to your Klenty account and go to Prospects, and click on the + Add Prospect button.

2. Select ‘Upload a CSV file’ to import your CSV file (You can also import via Google Sheets or directly from your CRM)

3. Klenty will automatically map the column headers with prospect fields. Verify that your headers are mapped to the correct fields you want to use.

4. If you can’t find a prospect field to map your CSV columns to, you can create a custom field.

5. 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. You can also assign the prospect owner using the "Assign to" option. Select your teammate's email address from the drop-down to assign the prospect owner to their name.

6. Enable Update Duplicates if you need to update prospects already added to your Klenty account.

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

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