Import Contacts
Contacts
Importing a contact list
Before sending any emails, you need to tell PitchKraft who to send them to. Typically, you’ll have a spreadsheet or CSV file of prospects or clients. You might want to export that from your CRM, if you use one. PitchKraft makes it easy to import that list.
The spreadsheet or CSV file should have a header row which shows the column/field names.
What columns/fields can you import? The only essential columns are Full Name and Email address. However, the more columns you provide, the more information PitchKraft has to create hyper-personalized emails.
Including more fields can help the AI personalize better. Other columns that are very useful are the Job Title of the contact, Company (company name that the contact works at), Location (location of the contact), LinkedIn URL (LinkedIn profile page of the contact), and Company website (website of the company).
Step-by-step to import
- Click on contacts in the left navigation menu.
- On the contacts page, click the Create a list button.
- Select your file from your computer or drag and drop it in. Any file with .xlsx, .xls or .csv will do.
- These are the most common files for holding contact data.
- PitchKraft will preview the file and show you how the columns ‘map’. The name above the pick list is a PitchKraft column, and the pick list shows the column headers identified in your file. PitchKraft will try and map its columns to yours. Make sure the columns correspond or change them as necessary. If you don’t want a column to be imported then leave it as — Do not include –.
- Click continue to preview to confirm.
- Check that the actual data in your list matches the correct columns. If not, then click on Back to mapping; or, if it looks good, then click on Process & save data.
- Enter a file name for your data. Use something distinctive which identifies the data, but you can always change it later. A description is useful but not mandatory. Click on Save data, and that’s it.
You will now see your list in the Lists grid. Each contact list shows the number of contacts, a default folder, creation date, and the description (if you added one). You can click on the list name to view the contacts or click on the Action icon to view, edit, download the data to your device as a spreadsheet, or delete it
Why would you want to download the data to your device as a spreadsheet when you have just imported it?
You may have processed the data in Kraft Emails so data such as Email subject and Email body will be populated and you might want to import that back into your CRM.
Tips and tricks
Include as many relevant contact fields as possible, such as job title, company, and LinkedIn URL, to unlock deeper personalization. Always double-check column mapping during import to avoid cleanup later and ensure higher-quality emails.
If you need more B2B contact data just get in touch. We can provide guaranteed contact data for you to use within PitchKraft (additional charges apply).
