How can I use the excel import in snapAddy LeadResearch?

How do I start the Excel import in LeadResearch?

You start the Excel import in snapAddy LeadResearch via the Create new button and the Excel option. The Create new menu also offers further capture options such as the contact person search, the company data search, copy & paste, or adding contacts manually.

How do I upload the Excel file?

After clicking Excel, the Import contacts dialog opens. Drag and drop the Excel file into the dialog or click Select file to choose the file from your computer.

Which requirements does the Excel file need to meet?

The Excel file must contain the contact information in a structured way so the columns can be mapped to the LeadResearch fields afterwards:

• Each piece of information (e.g. first name, last name, company) is in its own column.
• The first row contains a header row with clear, descriptive column headings.
• The contact data is on one sheet, directly below the header row.

How do I map the Excel columns to the LeadResearch fields?

After selecting the file, you assign the matching column from the Excel file to each target field via Choose a column in the Import contacts dialog and then click Import. Available target fields include salutation, title, first name, last name, company, position, website, phone, fax, mobile, email, street, address line 2, zip / postal code, and city; leave columns you do not need set to Unused.

What happens to the contacts after the Excel import?

After the Excel import, the data from the file appears as separate contacts in the contact list in snapAddy LeadResearch. You can now continue editing these contacts, for example enriching them via the contact person search or the company data search.

Which questions commonly come up next?

How do I complete an imported contact in LeadResearch?

You complete imported contacts directly in the contact block, for example with data from the contact person search. You can find step-by-step instructions in the article How do I complete the contact person data in snapAddy LeadResearch?

How do I organize contacts in my own contact lists?

In addition to the main list, you can create personal contact lists and move imported contacts there. The article How to create personal contact lists for snapAddy LeadResearch? shows how this works.

How do I export the imported contacts to my CRM system?

You transfer edited contacts to your CRM system with just a few clicks. The article How can I export contact data to my CRM? explains the details.