To upload contacts onto SourceWhale, whether as just contacts or to add them directly onto a campaign, you can do this from Excel. Follow the steps below to learn how!

Note: This integration works on both the web and app versions of Excel.

You will need to manually download the Sheets Integration by clicking on this link: https://appsource.microsoft.com/en-us/product/office/WA200004600?tab=Overview.

You'll then need to locate the SourceWhale app in Excel by navigating to the top menu bar under ‘Home’ and selecting ‘Add-ins’ - SourceWhale should be displayed there.

Note: The 'Add-ins' button may be displayed in a different location if you are running an old version of Excel.

Once your Excel Spreadsheet with contact details that they would like to import into SourceWhale is ready, you will need to select ‘Continue’ and on the next screen ‘Get Started’.

The data must be valid, otherwise the import will not be successful. To make sure the data is valid, ensure that each column has clear titles for the information e.g. 'First Name', 'Last Name', Location', 'Company' etc. Once all the data is valid click ‘Upload to SourceWhale’.

Once the upload is complete, you'll be redirected into SourceWhale to map the columns to the relevant fields in SourceWhale - we will automatically attempt to map the columns.

Once you are ready, click on the 'Review Outreach' and the outreach box will appear on the right-hand side showing the campaign sequence.

Once you are happy with this, you can add the contacts to the campaign by clicking the 'Add All to Campaign' button.

Or, if you would like to check how the campaign looks to the recipient before actually adding them to the campaign, you can press the 'Send Test' button next to it and the campaign will send to yourself.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬