Importing leads in Excel Sheet
Topics Covered:
- How to add leads in Excel Sheet
- Importing Leads from Excel Sheets to Cadence
- Steps to Copy Excel Sheet ID
- Things to Remember Before Importing Leads
How to add leads in Excel Sheet
There are a few steps to import leads in Excel Sheets. The steps are as follows:
Step 1: Consider that you want to import leads into a cadence where there are no leads in it. Go to the People section of the cadence page.
Step 2: In the next step you have to add a CSV file to import leads for the cadence. You can download the sample CSV file from the link shown in the above picture or by clicking on the Import button right beside the search box.
(*By clicking on this link, you may get the sample CSV file. Click Here)
(Note: You can upload up to 1000 leads using Google Sheets or CSV files.)
Step 3: After downloading the CSV file, you may fill the rows on the sheets with lead data based on the column headers. Whatever data you enter in the Excel sheet, all of these will be stored in Cadence on the lead page. This sheet may have the fields like First name, Last name, LinkedIn profile URL, etc. The image below shows an example of the sheet.
Importing Leads from Excel Sheets to Cadence:
Once you are done adding lead information, you can move ahead to import leads into Cadence from the Excel Sheets.
Step 1: Go inside the cadence and open the People tab of the cadence to which you want to add leads.
Step 2: Now in the next step, click on the Browse files button as shown in the picture below, or click on the Import button beside the search box and drag & drop to do the same.
Step 3: Column Mapping - After uploading your CSV, it will show you a column mapping page where you have to map each Ringover column name field to the appropriate Column name of the Excel Sheet on the right side. An example of mapped columns will appear like this, as illustrated in the image below.
Step 4: When you are done with column mapping, click on the Import Leads button on the top right of the column mapping page.
Step 5: Next up you will get a list of your leads from Excel Sheets. Select the leads and click on Add to add them to your cadence. Click on actions to delete a lead from this list or add them individually.
Step 6: Once you Click on Add, you’ll see the status Success. Which means the lead has been added successfully into your cadence. If the status for certain leads is showing as Error, you can click on the status to learn more about the problem.
Steps to copy Excel Sheet Integration ID:
There is a very important field in this part that needs to be filled in with great attention. This is your Unique Identification ID. All your leads should be assigned to your ID. You can get this ID by following these steps:
Step 1: Go to the profile settings of the cadence account.
Step 2: Scroll down to Your Excel Sheets integration ID in the profile setting.
Step 3: Copy the ID as shown in the below picture and paste it into your excel Sheet.
Things to Remember Before Importing Leads
Mandatory Fields in Excel Sheets:
All these columns shown in the picture below, need to have the necessary information in them. If you leave any of these columns blank, you will be unable to import any leads.
Excel Sheet Integration ID:
You have to put your own unique Excel Sheet integration ID in the required column. If you don't put the correct ID then it would show the status as an Error when imported.
Column mapping:
You have to make sure all the important fields with a red star mark have been mapped with the respective field on the column name on the right side. In the given example you can see the User Excel ID is not mapped properly the system is showing an error saying these columns are missing. This error will not allow the process to continue. That's why to import leads in the Excel Sheets you must complete the column mapping properly.
Frequently asked question
- Q. Does Excel Sheet Integration work with two-way sync?
Ans. No, In excel sheet cadence integration, there’s no support for two-way sync of lead data updation or deletion. This means, when a lead gets added into a cadence, you can only change its data into a cadence, it would not get changed in their excel sheets.
- Q. What happens when you do not put the right Excel Sheet Integration ID in the Excel Sheet while importing leads?
Ans. When you don't put your correct Excel Sheet Integration ID the system doesn't recognize you. It shows an error message on the Status when the leads are imported and thus the leads can not be imported into the Cadence because of that error. So this is a must that you put your own Excel Sheet Integration ID to complete the process of importing the leads in the Cadence.
