How to import data to LinkedClient from LinkedIn sources (Video Guide)

Video Guide

IMPORTANT NOTE: When you firstly connect your LinkedIn to our platfrom all our existing network (1st degree contacts) will be exported automatiacally.

This guide walks you through importing contacts into LinkedClient, either individually or in bulk, using LinkedIn as the source. You’ll learn how to input LinkedIn URLs, set objectives, and manage imported contacts in your pipeline.

Importing a Single Contact

1. Go to the Contacts panel in LinkedClient.
2. Click on “Import Contacts”.
3. Choose “Import Single”.
4. If you don’t have a LinkedIn profile URL:
   • Manually fill out the contact’s name, company, title, and other relevant fields.
5. If you do have a LinkedIn profile URL:
   • Find the profile on LinkedIn.
   • Copy the URL and paste it into the designated field in LinkedClient.
   • Click “Prefill” to auto-populate title, company, and related information.
6. Optionally, add:
   • Email and phone number (manually, if needed)
   • Custom tags for categorisation
7. Set a required Objective (e.g., “Sell LinkedClient to this contact”). The more specific, the better LC understands the goal.
8. (Optional) Choose to start a sales cycle immediately.
9. Click “Add Contact”.
10. After refreshing the page, the new contact will appear in your pipeline with all associated information.

Importing Multiple Contacts

1. Go to “Import Contacts” and select “Import Multiple”.
2. Paste your prepared LinkedIn search URL (for example, from Sales Navigator).
3. Set an Objective in bulk for all contacts (e.g., “Sell Elsie to this group/client”).
4. Click “Import”.
5. The platform will process the contacts and load them into a selection screen.
6. From here, you can:
   • Select or deselect individual contacts
   • Apply custom tags to all or selected contacts (e.g., “Luxembourg”)
7. Click “Add Contacts” to finalise the import.

Managing Your Imported Contacts

• Navigate to the Contacts section.
• Use filters such as Tags to find newly added contacts (e.g., “Luxembourg”, “Manual Group Import”).
• Review contact details and manage them as part of your workflow.

Need More Help?

We offer additional guides and tutorials in the Help Centre on how to:

• Create LinkedIn search URLs
• Assign custom tags effectively
• Launch sales cycles from newly imported contacts

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For advanced strategies and automation tips, browse our other Help Centre articles.