Google Sheets can be an easily accessible and shareable source to add your prospects to and import them to Klenty.
To begin, connect your Google account:
Login to Klenty and go to Settings -> Integrations -> Google Sheets
Enter the Google Drive account’s email ID account that you wish to connect to Klenty and click on Authenticate.
After doing this, click on "Import prospects", you can create Sheets via Klenty and add your prospects’ information. Klenty will create the Sheets in a new Klenty folder in your Google Drive.
Enter a name to create a new Sheet.
Copy your prospect details over to this new Sheet.
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.
Klenty will automatically map your Sheet headers with Klenty prospect fields. You can verify and edit as required and create a new custom field if there are no prospect fields that match your requirement.
Add to a list or tags if needed, 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.
Click on Start Import to start adding the prospects to Klenty.
Once you Import a Sheet, you can
Enable the auto-import option to automatically import new additions to the Google Sheet (remember to add the new prospects to the last row of the Sheet).
Click on Import New Rows to immediately import any new additions in the Sheet.