Import Leads From CSV
We can add lead to cadence just from a CSV file. There are some steps to import leads using CSV. The steps are as follows:
Import English CSV file
1. Go to the list of contacts in HubSpot.
2. Please select the following Fields in the column for export.
3. Click on Actions > Export Views.
4. Select Language as English and File format - CSV.
5. Open the People tab in cadence. Click on Import CSV.
6. Now you can import leads by dragging and dropping or by browsing and then clicking on Import Leads.
7. After uploading a CSV file, you'll be redirected to the field mapping page. Here, You have to do the field mapping properly so that mapped field data also get added whenever a lead gets added to the cadence. Column names will appear in English if you have uploaded an English CSV. Remember, Ringover cadence fields with * are compulsory to map.
8. Ensure the Owner Name in CSV is the same as the cadence.
9. After filed mapping, this import leads page will open.
When no status is shown in the picture, the contact is absent in cadence. Simply add the contact to the tool by selecting and clicking on Add. There are two separate conditions here:
- Active - This shows that the contact is already present in the tool and has a cadence running.
- Error - Clicking an error message gives information about why the lead cannot be imported. When a “User not present in cadence” error is found, it implies that the user is not signed up with cadence, so the user must be added to the tool to allow imports.
Import French CSV file
1. Go to the list of contacts.
2. Please select the following Fields in the column for export.
3. Click Actions > Export Views
4. Select the File format as CSV.
5. Select the Language as French.
6. Open the People tab in cadence. Click on Import CSV.
7. Drag & drop or add csv by browsing files. Click on Import Leads.
8. After uploading a CSV file, you'll be redirected to the field mapping page. Here, You have to do the field mapping properly so that mapped field data also get added whenever a lead gets added to the cadence. Column names will appear in French if you have uploaded an English CSV. Remember, Ringover cadence fields with * are compulsory to map.
9. After filed mapping, this import leads page will open.
When no Status is shown in the picture, the contact is absent in cadence. Simply add the contact to the tool by selecting and clicking on Add.
There are two separate conditions here:
- Active - This shows that the contact is already present in the tool and has a cadence running.
- Error - Clicking an Error message gives information about why the lead cannot be imported. When a “User not present in cadence” error is found, it implies that the user is not signed up with cadence, so the user must be added to the tool to allow imports.