Docs / Lead sources

Import leads from a spreadsheet

Bring in a list you already have: from an event, from another tool, or from a spreadsheet your team keeps.

This guide shows you how to connect this source. By the end you will be able to bring a list of people from a CSV or Excel file into FollowThroo.

Before you start

  • A CSV or Excel file with one person per row.
  • An email address or LinkedIn link for each person.

Steps

  1. 1

    Go to Leads, then Add Lead, then Import CSV or Excel. The page lists the columns FollowThroo understands and gives you an example file to copy.

  2. 2

    Every row needs an email address or a LinkedIn link. Name, company, job title, phone and tags are optional. For Excel, only the first sheet is read.

  3. 3

    Any extra column you add is kept too, and you can use it in your messages.

If something goes wrong

Some rows were skipped.
A row with no email address and no LinkedIn link can't be added. The import tells you why for the first few.
People you already had were updated, not added.
FollowThroo recognises existing people by email (or LinkedIn link), so their history stays on one record.

Nothing here matches what you see? Go through the checklist for leads that aren't arriving.

Related guides