You can easily import your prospects, organizations, and deals into your Overloop account.
How to start an import
File requirements
Supported file formats: .csv and .xlsx
Maximum size: 10MB. If your file is larger than 10MB, we recommend splitting it into multiple smaller files. You can use a tool like filesplit.org
Sheet Limitation: we'll only process data from the first sheet of your file. Ensure that all the data you want to import is placed in the first sheet or split the sheets into multiple files and import them separately.
There are a few ways you can start an import:
From Settings > Imports page and click the New import button.
From the Create items menu.
By pressing a shortcut Shift + I
From the Prospects or Organizations pages.
Once you start a new import, drop the file or select it from your computer.
Field Mapping
In the mapping section, select a field for each column of your file.
Columns that are not matched to any field will not be imported.
Required Fields
Some fields are required to import the data from your file. Make sure you have them in the file and map them to the corresponding fields in Overloop.
Prospects: Email or First and Last Name
The column with emails needs to be mapped to the Email (prospect) field.
If you do not have the email addresses, the first and last names are the mandatory fields. You can search for the email addresses after the import with our Email Finder.
Organizations: Name
The column with organizations' names should be mapped to the Name (organization) field. Without it, the organizations won't be imported from your file.
Deals: Title, Pipeline & Stage
The columns with deals' names and deals' stages need to be mapped to the Title (deal) and Pipeline & Stage (deal) fields respectively. Without them, the deals won't be imported from your file.
Map lists in the Field Mapping
If you have different lists for different prospects from the same file, you need to map lists in the Field Mapping step
For that, you need to have the lists column in your file with the list name(s) in it. Map this column's values (lists names) to the corresponding Lists field (prospects lists or organizations lists) in Overloop.
Map the Lists field (prospects lists or organizations lists) to the corresponding column from your file.
Click on the Lists to map the list names from the file to the corresponding lists in Overloop.
Configuration
In this step, you can choose the owner, lists, and other specifications of the imported values.
Assign owner
The default owner of the imported records is the user who is importing the file. But you can select a different owner and assign the new prospects, organizations, and deals to another user in your team.
Select the lists in the Configuration
You can simply select the needed list (or multiple lists) for the imported prospects and/or organizations from the drop-down menu. All records from the file will be added to the selected list(s).
Existing prospects
Overloop prevents duplicates.
You can choose to skip the prospects or organizations that are already present in your account or update all the fields that have been mapped.
If a field is empty in your import file but has a value in Overloop, we won’t update it to blank but will keep the existing data.
Find emails
You can import a file to search for the email addresses of the prospects on file.
For that, you need to make sure that the file contains:
first and last names of the prospects
company name or website.
You need to map those columns correctly. Remember that you will need to map the organization name in order for the other organization info (including the website) to be imported, as the name is a mandatory field for organizations.
Each email address we find will cost you 1 credit. After the search is done, you'll receive an email report.
Add to campaign
If you want the newly imported prospects to start a campaign right away, select the needed campaign from the drop-down.
