Referral Networks: Import Members

To upload referral network members to your ATS, the file must be in the correct format. We have made an attempt to understand the most common file formats like the following, which do not require any other manipulation.

Create Import File

Outlook Contacts Export File

Simply export your contacts from Outlook and upload that file into your ATS. We've taken steps to ensure that our system "understands" this Outlook export format (.CSV) and that we'll locate the proper fields and information for your list.

LinkedIn Contacts Export file

Simply export your contacts from LinkedIn and upload that file into the ATS. We've taken steps to ensure that our system "understands" this LinkedIn export format (.CSV) and that we'll locate the proper fields and information for your list.

  1. Login to Linked In.
  2. Click on "Contacts" in the menu at the top of the page.
  3. Click on "Export connections" located at the bottom right part the page.
  4. Choose the Outlook export CSV file format. Then click on the "Export" button.
  5. The exported file provided to you here can directly be uploaded on this page.

Other Lists

You can manually create or add any other list into the Outreach List function. The file format you upload must be .CSV (not .XLS, not "Tab Delimited") and the headers for each column must match the field names below:

  • Email_Address - Required
  • First_name - Optional
  • Last_name - Optional
  • City - Optional
  • State - Optional
  • Zipcode - Optional
  • Phone_number - Optional
  • Organization_name - Optional
  • Description - Optional

Import_Members.png

Import File

  1. To import your file, click Administration from the menu bar.

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  2. Click Referral Networks on the left-hand side.

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  3. When you arrive, you will see previously created Referral Networks, if any.

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  4. Click Import Members in the Action column of the desired Referral Network.

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  5. A pop-up will appear. Drag and drop the contact list/file onto the give space or click [Click here to select files].

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  6. After the file has been uploaded, it will be parsed and you will be given a preview of the parsed data below before committing the data.
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