This article will show you how to import a list of contact information into LeadGrabber Pro in order to find the email and phone number.
LeadGrabber Pro lets you import from several different sources. This article specifically shows how to import Microsoft Excel file and Text/CSV file into the LeadGrabber Pro. This article shows you 4 different ways of achieving the same result. You can use any one of them.
Case 1: Importing Excel File into LeadGrabber Pro
Step 1: Prepare Excel
Prepare an Excel which has the necessary fields to find the email address and phone number.
The minimum fields required to find email and phone numbers are 'Contact Name' and 'Company Name'. If you have company's website you can use it, its optional.
The Excel file can look like this.
Step 2: Importing in LeadGrabber Pro
Open LeadGrabber Pro, on the toolbar above the grid click on leftmost button called 'Import'.
The prepared file will be imported into LeadGrabber Pro using the option called 'Import'.
Step 3: Select the option
The Import dialog box pops up. In which, select the option called 'Microsoft excel file' and click 'Next'.
Step 4: Browse & pick your file
In the below dialog box, click on 'Browse' and navigate to the file location. Select the file from your device and hit 'Next'.
Step 5: Mapping the fields
After selecting the file, Map the columns in the field.
[If you have the first name and last name separated in our database then choose 'First name' and 'Last name' respectively. If you have full name in one column then select 'Contact' from the dropdown list. For company name select the option called 'Company']
After mapping click on 'Finish'.
[Note: If you are not sure how to map your fields then click on 'Auto Map' to automatically map your fields. You can also save this mapping using 'Save Map'. You can reload this mapping by clicking 'Load Maps']
Step 6: Output view
Once finished, the field in LeadGrabber Pro will look like this.
Case 2: Importing Text / CSV File into LeadGrabber Pro
Step 1: Prepare Text/CSV
Prepare a Text/CSV which has the necessary fields to find the email address and phone number.
The minimum fields required to find email and phone numbers are 'Contact Name' and 'Company Name'. If you have company's website you can use it, its optional.
The Text/CSV file can look like this.
Step 2: Importing in LeadGrabber Pro.
Open LeadGrabber Pro, on the toolbar above the grid click on leftmost button called 'Import'.
The prepared file will be imported into LeadGrabber Pro using the option called 'Import'.
Step 3: Select the option
The Import dialog box pops up. In which, select the option called 'Text or CSV file(.txt/.csv)' and click 'Next'.
Step 4: Browse & pick your file
In the below dialog box, click on 'Browse' and navigate to the file location. Select the file from your device and hit 'Next'.
Step 5: Mapping the fields
After selecting the file, Map the columns in the fields.
[If you have the first name and last name separated in our database then choose 'First name' and 'Last name' respectively. If you have full name in one column then select 'Contact' from the dropdown list. For company name select the option called 'Company']
After mapping click on 'Finish'.
[Note: If you are not sure how to map your fields then click on 'Auto Map' to automatically map your fields. You can also save this mapping using 'Save Map'. You can reload this mapping by clicking 'Load Maps']
Once finished, your data in LeadGrabber Pro will look like this.
Case 3: Pasting records directly into LeadGrabber Pro
Step 1: Prepare data sheet
Prepare a list of contacts you wish to collect emails and phone numbers for.
The minimum fields required to find email and phone numbers are 'Contact Name' and 'Company Name'. If you have company's website you can use it, its optional.
Copy your datasheet with the heading column. (Select the data with heading and press copy shortcut Ctrl+C / left click on the selected items from the dropdown select 'Copy' option).
LeadGrabber Pro can recognize the fields and arrange them automatically.
Step 3: Pasting records to LeadGrabber Pro
Open LeadGrabber Pro and Click on 'Paste Record(s)' option in toolbar top left above the grid.
Click on 'Paste from Excel/CSV' from the dropdown menu.
The result will look like this.
Case 4: Pasting records column by column
Step 1: Prepare the datasheet
Prepare a list of contacts you wish to collect emails and phone numbers for.
The minimum fields required to find email and phone numbers are 'Contact Name' and 'Company Name'. If you have company's website you can use it, its optional.
Step 2: Insert a row
Open LeadGrabber Pro and and insert a row. Click on 'Insert' in the toolbar and select 'Insert Row' from the dropdown.
Once Inserted the grid looks like this in the picture below.
Step 3: Copy first column
Copy the entire list of contact names from the datasheet. Leave the header of the datasheet
(Select the data without header and press copy shortcut Ctrl+C/ left click on the selected for the drop down and select 'Copy" option)
(Note: Do not select the header of the data)
Step 4: Paste first column
For the contact name select the 'Contact' column in the inserted row. (If you are pasting the contacts first) and left click on the cell
Paste the records from your data sheet over exact field in the LeadGrabber Pro.
(Important Note: Paste the copied records by clicking on the first row of the selected column and press shortcut Ctrl+V / left click on the cell select "Paste" from the dropdown, See the picture below for reference).
Step 5: Copy second column
Copy the entire list of 'Company names' from the datasheet.
(Select the data without header and press copy shortcut Ctrl+C/ left click on the selected records in the drop down select 'Copy' option)
(Note: Do not select the header of the data)
Step 6: Paste second column
Paste the second / following column from your data sheet as follows.
Left click on the first cell of the targeted column in which it should be exactly equal to the same row where you pasted the first set of records.
(Incase of misplacing the records the application will not yield the result)
Paste the copied records by clicking on the selected column and press shortcut Ctrl+V / left click on the cell select "Paste" from the dropdown, See the picture below for reference).
In this way, the files can be imported into LeadGrabber Pro.