Import types:
You can find the Imports page by clicking the CRM (suitcase button):
On this page you can find Basic search, Sales Navigator Search and CSV imports:
Imports will appear listed on this page. You can see the following information about your imports:
Import type (Basic search, Sales Navigator Search, CSV, API).
List (where all contacts are saved).
Status
Import progress (you can click on the number of contacts to check the details).
Creator & Date
Basic Search
You can access the basic search feature on the “Imports” page. When you click the “Basic Search” button, you’re given two options: Contacts search and Accounts search.
After clicking any of them, a new window will open:
Search type.
Here you can switch between “Contacts search” and “Accounts search”.
Contacts Basic Search URL
Run a LinkedIn basic search for your target audience (e.g., CEOs in a specific location), copy the search URL and paste it here.
List
A list on GetSales is a collection of leads that you import into the system. You need to create a list before you start an import. If you already have a list, you need to choose it in this section.
Sender profile
The sender who will perform this import. The import will only process during this sender’s working hours.
Tags
Adding tags is optional. You can either use a pre-made tag or create a new one and apply it to the import:
Add tags to duplicate contacts
If there is a duplicate (a contact that already exists in your GetSales CRM), it will apply a tag to it.
Repeat Import Period
This step is optional. You can choose to repeat it every week/every 2 weeks/every 3 weeks/every month. Our system will automatically re-run your saved search at those intervals.
Move to list if already saved
If this contact already exists in your CRM (is a duplicate), but you still want it to be in this list, you can use this button to move it here anyway.
Sales Navigator Search
When you click the “Sales navigator search” button, you can see the following options:
Leads search
Saved leads search
Leads list
Accounts search
Saved accounts search
Accounts list
If you click any of these options, the following window will appear:
Search type
Here you can switch between “Contacts search” and “Accounts search”.
Contacts Sales navigator Search URL
Copy and paste a link from your target audience search in Sales Navigator. Remember that the URL type depends on the type of search you picked. If you enter an incorrect URL, you’ll get an error message:
List
A list on GetSales is a collection of leads that you import into the system. You need to create a list before you start an import. If you already have a list, you need to choose it in this section.
Sender profile
The sender who will perform this import. The import will only process during this sender’s working hours.
Tags
Adding tags is optional. You need to have a pre-made tag to apply it to the import.
Add tags to duplicate contacts
If there is a duplicate (a contact that already exists in your GetSales CRM), it will apply a tag to it.
Repeat Import Period
This step is optional. You can choose to repeat it every week/every 2 weeks/every 3 weeks/every month.
Move to list if already saved
If this contact already exists in your CRM (is a duplicate), but you still want it to be in this list, you can use this button to move it here anyway.
CSV
CSV imports have the following options:
Import contacts
If you click this option, the following window will appear:
The first step is to upload a CSV. You need to choose a list it will be imported to and can optionally add a tag.
Note: If a contact already exists in your CRM on GetSales, it will be automatically detected as a duplicate. Duplicates are not added to the list by default, but you can move the existing contact to this list anyway if you toggle the “Move to list if already saved” button. You will still have just one copy of this contact, but it will be transferred to this list.
The next step is “Match fields”:
Here you can check whether there are any mistakes and add necessary info to your custom fields as well. Just pick the CSV column name on the right and move it to the correct place in the table on the left.
When you’re done, press “Create import”.
Import accounts
If you click this option, the following window will appear:
The first step is to upload a CSV. You need to choose a list it will be imported to and can optionally add a tag.Note: If an account already exists in your CRM on GetSales, it will be automatically detected as a duplicate. Duplicates are not added to the list by default, but you can move the existing account to this list anyway if you toggle the “Move to list if already saved” button. You will still have just one copy of this account, but it will be transferred to this list.
The next step is “Match fields”:
Here you can check whether there are any mistakes and add necessary info to your custom fields as well. Just pick the CSV column name on the right and move it to the correct place in the table on the left.
When you’re done, press “Create import”.
Update contacts
You can read a detailed instruction in this article.
Update accounts
When you click this option, the following window appears:
The first step is to upload the file. Note that maximum file size is 15 Mb containing not more than 15,000 lines.
The second step is “Choose ID field”:
You can choose one of three system fields to identify the contacts:
The last step is matching update fields:
You don’t need to match all fields, just the ones you want to update.
Contacts stoplist
Here you can upload a CSV with contacts you would like to add to the stoplist. You need to upload a CSV file and match fields. You can read a detailed article on how to do it here.
Accounts stoplist
Here you can upload a CSV with accounts you would like to add to the stoplist. You need to upload a CSV file and match fields. You can read a detailed article on how to do it here.
API
You can use an API to import leads. You can read more about API features here. In this article you can read the API Quick Start Guide.
Chrome Extension
The GetSales Chrome and Orbita extensions let you instantly save LinkedIn profiles as leads in your GetSales workspace. Here you can find a detailed instruction on how to install and use this feature.