How to Import a CSV to Sales Navigator Advanced (Team)

  • All Articles
  • How to Import a CSV to Sales Navigator Advanced (Team)

Content

Are you looking to turn a CSV of accounts into a Sales Navigator account list? Sales Navigator Advanced (Team) has a solution for you. However, if you have Sales Navigator Core (Professional), you'll need to upgrade your subscription to access this feature.

This feature is a game-changer, allowing you to import data from other B2B databases such as Crunchbase, Wappalyzer, or job boards into Sales Navigator. Instead of searching for target companies one by one, you can save a significant amount of time by bulk uploading your Excel file.

Here's how to upload a CSV to LinkedIn Sales Navigator:

1. Go to the Account Lists tab

Navigate to Account Lists > Create an Account List > Upload an Account from CSV. Please note that this option will only be visible if you have a Sales Navigator Advanced subscription.

2. Upload your file

Once you click the upload button, a pop-up will appear with guidelines to follow. You can upload up to 1000 companies maximum, and you need to provide at least the company name. The more information you add, such as ID, website, etc., the better the chances are that LinkedIn will match your CSV with the right companies. Therefore, make sure to provide as much data as possible when uploading an account list on LinkedIn Sales Navigator.

The best-case scenario is when you have the LinkedIn URL of the company page. It's much easier for LinkedIn to retrieve the company from its database when you provide this information.

3. Map the data inputs

After uploading your file, LinkedIn will ask you to map the headers of your file with the expected inputs. Simply associate the right columns with the right data and press launch.

4. Let LinkedIn do the matching

When you launch a CSV upload, a little tag "CSV" will appear next to the name of the list. It typically takes 5-30 minutes for LinkedIn to retrieve the companies, depending on the size of your file. Once you get the list, you can start your LinkedIn outreach.

It's important to note that LinkedIn can make mistakes and associate companies in your list with the wrong LinkedIn company pages. There are two options here:

  1. You find the LinkedIn URL of all company pages before the upload, so you're sure that the matching is perfect.
  2. You don't provide the LinkedIn URL and spend some time double-checking the results.

Personally, option 1 is preferable since double-checking data can be quite tedious.

Common Questions About Sales Navigator CSV Upload

Two of the most common questions are:

Can you import lead lists on Sales Navigator?

No, you can't import lead lists on LinkedIn Sales Navigator. The option is only available for Account Lists, and the feature would go against privacy rules, so LinkedIn can't offer it.

What should you do after uploading your CSV?

After uploading your file, the best thing to do is to find the decision-makers inside the companies on your list. To do this:

  1. Go to lead the search.
  2. Find the Workflow section.
  3. Select your list in the account list filter.
  4. Add other filters to find decision-makers.

Other Sales Navigator Advanced Features

Overall, Sales Navigator Advanced offers a range of useful features for LinkedIn prospecting and lead generation. The ability to upload a CSV of accounts and turn it into a Sales Navigator account list is a valuable tool for anyone looking to save time and improve their efficiency.

By providing as much data as possible, including LinkedIn URLs and other details, users can improve their chances of accurate matching when uploading their CSV. And once the list is uploaded, users can easily find decision-makers within those companies and begin their outreach.

In addition to the CSV upload feature, Sales Navigator Advanced also offers other useful features such as Smart Links and TeamLink, which can further enhance your LinkedIn prospecting efforts.

Sales Navigator Smartlinks

Sales Navigator Smart Links enable you to create sales presentations that aggregate files and websites, and then easily share and track your prospects' interactions with this content.

LinkedIn Teamlink

LinkedIn TeamLink helps sales teams detect warm introduction opportunities with their prospects. Teamlink does this by showing you if people in your search results are among your teammates' first-degree connections.

Overall, if you are serious about LinkedIn prospecting and lead generation, upgrading to Sales Navigator Advanced is definitely worth considering. And with the ability to upload CSVs of accounts and turn them into account lists, you can save time and get even more out of this powerful tool.


Author: Valeria / Updated 22 april