You can easily import your contacts, organizations, and deals into your Overloop account.

Contents:

  1. How to start an import

  2. Field mapping

  3. Configuration


How to start an import

  1. Navigate to the Imports page and click the New import button.

  2. Then drop the file or select it from your computer.

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


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.

  1. Contacts: Email or First and Last Name

    The column with emails needs to be mapped to the Email (contact) 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.

  2. 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.

  3. 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 contacts 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 (contacts lists or organizations lists) in Overloop.

  1. Map the Lists field (contacts lists or organizations lists) to the corresponding column from your file.

  2. 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 contacts, 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 contacts and/or organizations from the drop-down menu. All records from the file will be added to the selected list(s).

Existing contacts

Overloop prevents duplicates.

You can choose to skip the contacts 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 contacts on file.

For that, you need to make sure that the file contains:

  • first and the last names of the contacts

  • 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 contacts to start a campaign right away, select the needed campaign from the drop-down.

Did this answer your question?