One of the most frequently asked questions we get at JibberJobber is
how to import contacts from Outlook and LinkedIn (and increasingly, Gmail).
In this post I’m going to focus on just LinkedIn. However, the
three steps are pretty much the same for any system that exports to a .csv file. (you can even create your own csv file and just skip to Step THREE).
Step ONE: Export Your Contacts to a CSV file (NEW WAY)
1. Login to LinkedIn, click Contacts or Network from the top menu:
2. On the right, click Settings:
3. Towards the top-right, click on Export LinkedIn Connections… follow the process to export (which is the same as the OLD process).
ALTERNATE Step ONE: Export Your Contacts to a CSV file (OLD WAY)
1. After you are logged into LinkedIn, click on Contacts at the top menu,
2. On that page, towards the bottom, you’ll see a link that says “Export Contacts.” Click that.
3. From that page you simply follow the process… I leave it as the default file format (there are three csv options – it really doesn’t matter which one you choose).
That’s it – it is really that easy to export your contacts from LinkedIn! The hardest part of this is knowing where your file was saved to… but you should know how to find it.
Step TWO: Clean and prepare the file (this is all in Excel, not in LinkedIn or JibberJobber)
Open the csv file in Excel.
Optional: I delete all of the columns with blank data. The last time I checked there are FIFTY FIVE(!) columns that had a header but no data… delete all of these.
Optional, but easier to do it here than one-by-one in JibberJobber: I go through the first and last names and clean them up. I take out things like middle initial, acronyms, email addresses (from those fields), etc. I simply want a first and last name. This is the most time-consuming part of the process.
Optional, but HIGHLY recommended: Add a few other fields, including Tags (LinkedIn allows you to tag contacts, but they don’t export them), Notes (they have a Notes column, but no data in it), Source (I always put LI_Import as the source, for every single record, to know where that record came from), Ranking, and anything else you want to import. On the weekly user webinar I show you what fields you might want to put in the spreadsheet before you import (including user defined / custom fields)
That’s it – now you have a clean file so no “garbage in, garbage out”!
Step THREE: Import into JibberJobberNote: Importing into JibberJobber is a premium feature. You can upgrade OR you can get 14 free premium days by coming to a user webinar.1. As a premium user, mouse over Contacts and click on Import/Export. (if you only have Export, you don’t have a Premium account)
2. The default option you see on the Import page is to import contacts. Click Choose File and browse to (and select/”save” or “open”)your CSV file.
3. The drop down says CSV file – leave that alone. The two checkboxes (Has Header and Advanced Import) should be checked – leave them checked. The Advanced Import allows you to see your data before you import it, and ensure you are mapping the fields correctly. Really, you don’t need to do anything on this step…
4. Look at the rows and columns. Anything that is WHITE will import. If a row is colored yellow(ish), we think it is a duplicate, and we won’t import it. (you can override this by clicking the checkbox to the left of that record, and we’ll import it). If a column is colored, it is NOT MAPPED and we won’t import it. You can click the drop down on that column and choose a field to import it into (aka, map it to the right field).
In this image you can see that we think the first record is already in the system, so we are not going to import it. It is yellow(ish). Hard to see, but on the left the checkbox is also unchecked.
All of the columns are mapped, which we can tell because they are not colored yellow(ish).
5. Scroll down to the bottom and click the import button. After the import you will get a confirmation message right under the main menu with the number of records imported.
Once you get this down it can be very quick (Step TWO takes the longest – but it is not mandatory)
Right now we try to not import duplicates. In the future we plan on merging duplicate records (in case there are title changes, etc.). In other words, if you do an import monthly, you don’t need to worry about duplicates being imported each time.
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