Before you begin: Make sure your CSV has the prospect details separated in columns for each field. Each column should have a header.
Steps to import prospects from a CSV file:
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.
Check out the Sample file for reference: sample CSV .csv
FAQ's
Will Klenty recognize duplicate Prospects while importing?
Will Klenty recognize duplicate Prospects while importing?
Klenty uses email addresses as a unique identifier to distinguish between prospects with duplicate information, ensuring they are not marked as duplicates.
How I update the information on the Prospects that are imported?
How I update the information on the Prospects that are imported?
If you wish to update the Prospect information, Kindly re-import the same file while enabling the " Update duplicate Prospects " option.
Why isn't the prospect's information getting updated?
Why isn't the prospect's information getting updated?
Only if the prospects have the email addresses, the new information will be updated; otherwise, Klenty wouldn't recognize it as an existing Prospect but rather as a new one.
How can I re-import Prospects with a corrected email address?
How can I re-import Prospects with a corrected email address?
Kindly delete the Prospects with the incorrect email address and then proceed to import the right ones, otherwise, it will create duplicates.
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