The CSV file on Waalaxy

Published by Camila on

CSV file on Waalaxy
5 minutes
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The CSV file is a very useful tool in prospecting as it allows you to list all your data in a “data spreadsheet” in text format. 🤓

 

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. 👌

 

How to export leads to a CSV file?

 

Export all leads from CRM

  • Go to the “List” tab.
  • Go to the “All prospects” section.
  • Export.

 

Export leads from a specific list

  • Go to the tab “List”.
  • Go to the list in question.
  • Export.

 

Export leads from your campaign

  • Go to “Campaign”.
  • Select your campaign.
  • Go to the tab “Prospects”.
  • 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. 👀

  • Go to your list.
  • Click on “Import” and select “Import from CSV file”.
  • Select the file.

⚠️ You can only import LinkedIn URLs. If you don’t 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 “First name”) and that the file is clean and organized.

You need to define the origin and separators. 🧐

 

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. 👍

Go to the “Data” tab and click on “External Data” then “Text File”.

Excel_CSV_1

 

Now select the .CSV file on your computer that you want to open and click on “Import”.

The window Text Import Wizard — Step 1 of 3 appears. Excel_CSV_Importation_1

 

In “Original Data Type”, select “Delimited” and then in “File Origin” 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 haven’t already done so. ✍️

You can do this from “File” > “Import”.

file-6xDZ0PkXHh

 

You choose your file in the manager. 😊

Select “CSV file” and do “Import”.

import csv

 

Choose the type “Delimited” + the Origin “Western (Windows Latin 1)” and do “Next”.

import csv

 

 

Choose the semicolon separator and click “Next”.

import csv

 

 

Select the barcode column, choose the “Text” format and click “Next”.

import csv

 

 

Import the data into an existing sheet or a new sheet and click “Ok”.

import csv
That’s the trick! 😎

With LibreOffice

When opening LibreOffice, you will need to click on “Open File” or directly select your file if it is on the side. 👈

image

You can then select your file on your desktop and click “Open”.

Select “Unicode UTF-8” if it is not set by default in the “Character set” section and select the “Semi-colon” separator in the separator options then “Ok”.

image
Then your file is ready to be opened properly and in an organized manner. 🙏

With Google Sheets

Go to Google Sheets and click on the “Start a new spreadsheet” button.

Google Sheets et cliquez sur le bouton ‘Démarrer une nouvelle feuille de calcul’
Go to the “File” menu and click on the “Import” button.
menu ‘Fichier’ et cliquez sur le bouton ‘Importer’
Go to the “Upload” tab in the “Open File” window and select your file from your computer.
l’onglet ‘Télécharger’ dans la fenêtre ‘Ouvrir un fichier’
In the import file settings window, select “No” for “Convert dates and text numbers” and then click the “Import Data” button. 👌
la fenêtre de paramétrage du fichier d'importation
As a result, you have opened the CSV file as a table.
avez ouvert le fichier CSV
Now you can edit this spreadsheet 😉
If you want to save the spreadsheet in CSV format to your computer for later import, go to the “File” menu, select “Download as” and click the “Comma Separated Values” button.
enregistrer la feuille de calcul au format CSV

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! 🤩

A life-saver for Mac users, thank you, Steve Jobs. 💥

Steve Jobs GIF

 

FAQ CSV file on Waalaxy

 

What data can be found in a CSV file?

You will have all the data that Waalaxy retrieves from LinkedIn when exporting leads. 🤩
Data such as:
  • Last name.
  • The first name.
  • Phone number.
  • The email addresses.
  • The company names.
  • LinkedIn URL (written in “https://xxx” format).
  • Sales Navigator URL (written in “https://xxx” format).

You will also have all data related to Waalaxy:

  • The status of the leads.
  • The name of the list they are on.
  • …more information will be added as we go along! 💥

 

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! 🚀

 

Categories: Waalaxy

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