Importing Individuals to SalesLoft

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SalesLoft makes it easy to import individuals and instantly add them to your outreach process! You can import:


To add an individual lead manually:

Step 1: Navigate to the "People" tab and choose the blue "People Actions" button.  Then use the drop down and choose  "Import People."

Step 2: Select "Enter A Prospect Manually."

Step 3:  Enter your prospect's information and select "Add Person."

Note: Email address, First Name and Phone Number, or Last Name and Phone Number need to be included in order to save the new record. 

 


 

To upload a .CSV spreadsheet:

Step 1: Navigate to the "People" tab and choose the blue "People Actions" button.  Then use the drop down and choose  "Import People."

Step 2: Select "CSV Spreadsheet" and select the .CSV file you wish to import.

Step 3: SalesLoft will recognize the headers that you have on your CSV and ask you to map them over to a SalesLoft field.

 

 

 

 


 

To View Import History: 

You can view your import history by going to the People tab, clicking on People Actions, then choose View Import History. You will see a list of your import history here. When you click on the specific import, you will be able to see a list view of those imports. 

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Happy Lofting!

Helpful Tips:

  • You can also import directly from Salesforce! Click here to learn more.
  • For our best practices on importing and adding people to cadences, check out our best practices playbook!
  • If you need to undo a mass import Click Here to follow those steps.  

 

 

 

 

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