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Uploading Contacts via CSV or Excel
Uploading Contacts via CSV or Excel

Find out how to upload a CSV or Excel file to bring your own contacts into Andsend for easy outreach

Alexandra Skagerholm avatar
Written by Alexandra Skagerholm
Updated over 2 months ago

Introduction

Uploading contacts to Andsend is a simple way to get started if you already have a list of contacts with contact details that you want to reach. In this guide, we'll walk you through the process of uploading contacts to Andsend.
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Short guide to Uploading contacts

  1. Go to List Import: In the Import section, select List Import to access the upload area.

  2. Prepare your file: Ensure your contact data is formatted in CSV, XLS, or XLSX. Your file should include essential fields like first name, last name, company name, LinkedIn URL, and email address.

  3. Upload your file: Click the Upload button and select the contact list from your computer.

  4. Map your data: Andsend will prompt you to map the fields in your file to the corresponding fields in our platform (e.g., first name, last name, email, LinkedIn URL).

  5. Validate and confirm: Review your data for any errors. Once everything looks correct, click Start Upload to finalize the process.

Extensive guide on Uploading contacts

Step 1: Find the option to upload contacts

  1. Go to Contacts

  2. Go to option Import then List Import

Step 2: Prepare Your Contact Data

  1. Before uploading, ensure your contact data is organized and in a compatible format. Common formats include CSV, XLS, or XLSX.

  2. Make sure your data includes relevant information such as name, company name, LinkedIn URL, email address, phone number, and any other essential details for effective contact management and messaging.

    1. You must include First name, Last Name, and Company Name. This is to prevent incomplete data and duplicates.

  3. Make sure you use one column for each data type, i.e. one column for company name, one for LinkedIn URL, etc.

  4. If you do not have the data, you can leave the data field empty.

Step 3: Uploading Contacts

  1. Click on the "Upload" button within the contact upload section.

  2. A file dialog box will appear. Locate and select the prepared contact file from your computer.

  3. You can only upload up to 500 contacts at a time.

Step 4: Map Data Fields

  1. Once the file is uploaded, Andsend will guide you to map the fields in your file to the corresponding fields in the platform.

  2. This step ensures that the tool can correctly identify and categorize each piece of information.

  3. For example, match the "first name" field in your file to the "first name" field in Andsend.

  4. Don't forget to match the LinkedIn URLs and Emails, as those two are crucial for doing outreach.

Step 5: Validate and Review

  1. Andsend will perform a validation check to ensure data consistency and accuracy.

  2. Review the data preview to ensure that all fields are correctly aligned and that there are no errors.

Step 6: Start the Upload

  1. Once you're satisfied with the data preview, click the "Start Upload" button.

  2. The tool will initiate the upload process, importing and validating the contacts.

Step 7: Confirmation and Segmentation

  1. After the upload is complete, Andsend will provide a confirmation message with successful and skipped contacts (see below), as well as formatting errors.

  2. Don't forget to finally confirm the upload to have your contacts added to your account.

  3. Please note that if you have uploaded a contact list without LinkedIn URLs, it might not be possible to reach that person through LinkedIn until you update the contact with a linkedin url, but you can still reach out through email.

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