The CSV file is a very useful tool in prospecting as it allows you to list all your data in a âdata spreadsheetâ in text format. đ€

So via Waalaxy imports, you will be able to have access to all the prospects as well as their contact data in a well-organized text file. đ
How to export leads to a CSV file?
Export all leads from CRM
- Go to the âListâ tab.
- Go to the âAll prospectsâ section.
- Export.

Export leads from a specific list
The process is the same but you will need to put yourself in a particular list of prospects and not in âAll prospectsâ.
Export leads from your campaign
- Go to âCampaignâ.
- Select your campaign.
- Go to the tab âProspectsâ.
- Select the prospects.
- Export.

How do I import leads from a CSV file?
You will only be able to import leads from an external CSV file into a list, not into a campaign. đ
- Go to your list.
- Click on âImportâ and select âImport from CSV fileâ.
- Select the file.
â ïž You can only import LinkedIn URLs. If you donât have this in the file, it will be impossible to upload them. Only 2500 rows can be accommodated per CSV file.

How to open and process a CSV file correctly?
Your file must be formatted so that each data is first, in the right column (first names in the column âFirst nameâ) and that the file is clean and organized.
You need to define the origin and separators. đ§
With Excel
Define the origin in UTF-8
UTF-8 is the predominant character encoding format on the Web.
Start by launching the Excel application and then create a new workbook. đ
Go to the âDataâ tab and click on âExternal Dataâ then âText Fileâ.
Now select the .CSV file on your computer that you want to open and click on âImportâ.
The window Text Import Wizard â Step 1 of 3 appears.
In âOriginal Data Typeâ, select âDelimitedâ and then in âFile Originâ select Unicode (UTF-8).
Selecting the separator
Now that you have formatted your file, you will need to define a separator to organize the data.
First step, import your file if you havenât already done so. âïž
You can do this from âFileâ > âImportâ.

You choose your file in the manager. đ
Select âCSV fileâ and do âImportâ.

Choose the type âDelimitedâ + the Origin âWestern (Windows Latin 1)â and do âNextâ.

Choose the semicolon separator and click âNextâ.

Select the barcode column, choose the âTextâ format and click âNextâ.

Import the data into an existing sheet or a new sheet and click âOkâ.

With LibreOffice
When opening LibreOffice, you will need to click on âOpen Fileâ or directly select your file if it is on the side. đ

You can then select your file on your desktop and click âOpenâ.
Select âUnicode UTF-8â if it is not set by default in the âCharacter setâ section and select the âSemi-colonâ separator in the separator options then âOkâ.

Go to Google Sheets and click on the âStart a new spreadsheetâ button.
With Numbers
Lastly, if you have a Mac computer, you can open the CSV file using Numbers app and the file will already be organized in columns correctly! đ€©
A life-saver for Mac users, thank you, Steve Jobs. đ„

FAQ CSV file on Waalaxy
What data can be found in a CSV file?
- Last name.
- The first name.
- Phone number.
- The email addresses.
- Dropcontact email address.
- Phone numbers.
- The company names.
- LinkedIn URL (written in âhttps://xxxâ format).
- Sales Navigator URL (written in âhttps://xxxâ format).
- Prospect list.
- Premium account or no ?
- Job seeker or no ?
- Profile stauts.
- Message sent / replied : Yes or No ?
- Email sent / replied : Yes or No ?
- Connected at ?
- First message at ?
- Tags
- Company Linkedin URL.
- Company website.
Conclusion
The CSV file is a very interesting text file to explore, it allows you to group and list your prospects and their data. To be used in a prospecting strategy, it allows you to target the people to contact, to transform. You can use this file to segment your prospects, and especially exchange your data with other tools.
If you need more information or think you can bring interesting information to put in this article, come to the support! đ
