Uploading Microsite links to other tools

Step 1: Set up custom fields

• Create custom fields to set up your for your microsite links
• For more information on how to set up your custom fields, please refer to visit Salesloft’s official guide

Step 2: Navigate to the People or Accounts Page

• In the main menu, go to People or Accounts, depending on what type of data you're importing

Step 3: Click on "Import"

• On the People or Accounts page, look for the Create People button or Create Account (in the top right corner).

Step 4: Upload the CSV

• Choose the CSV Import option and select the CSV you’d like to import

Step 5: Map the Fields

• Salesloft will ask you to map the fields in your CSV to Salesloft's fields. For instance, ensure that your CSV column labeled "First Name" maps to the "First Name" field in Salesloft.
• You can also use saved field mapping if you have done imports before.

Step 6: Import the Data

• Once the fields are mapped correctly, click on Next or Import.
• Salesloft will begin importing the data, and you'll receive a notification once it’s complete.

For full details, visit Salesloft's official guide.

Step 1: Log Into Outreach

• Action:
  • Go to Outreach.io and log into your account using your credentials.
  • After logging in, you’ll land on the Outreach dashboard.

Step 3: Navigate to the Settings

• Action:
  • On the left-hand side of the dashboard, click the gear icon at the bottom of the navigation bar to access the Settings page.

Step 4: Start the CSV Import Process

• Action:
  • In the Settings page, locate the System Activity section in the sidebar, select Imports, and then click Import.
  • This will prompt you to choose the CSV file from your computer depending on what kind of data you are importing (e.g., Prospects, Accounts, or Opportunities).

Step 7: Map the Fields in Outreach

• Action:
  • After uploading the CSV, Outreach will show a screen asking you to map the columns in your CSV to fields in Outreach.
  • For example:
    • First Name → First Name
    • Email Address → Email
    • Phone Number → Phone Number
• Tips:
  • Review the mapping suggestions that Outreach provides, and make sure everything aligns with your CSV.
  • If you have custom fields in your CSV (like Microsite Links), you can map those to custom fields in Outreach as well.

Step 8: Complete the Import

• Action:
  • Once everything is mapped correctly and you've resolved any issues, click Next or Import to finalize the process.
  • Outreach will begin importing the data, and depending on the file size, this may take a few minutes.

Step 9: Verify the Imported Data

• Action:
  • After the import is complete, you’ll receive a notification that the process has finished.
  • Navigate to the Prospects or Accounts section (whichever you imported) to verify that the data was successfully uploaded.
• Notes:
  • Search for a few records to ensure the data was correctly imported, especially the email addresses, names, and custom fields.
  • If there are any issues, you can correct the data directly in Outreach or re-upload a new CSV with the corrections.

Step 1: Log in to Gong

• Go to the Gong login page and enter your credentials.

Step 3: Navigate to Engage Settings

• In the main menu, go to Company Settings.
• Under Engage CRM Setup, you will configure the fields you want to sync with Gong Engage from your CRM (like Salesforce or HubSpot).

Step 4: Upload CSV

• In the Engage settings section, look for the Import option.
• Choose CSV Import and select your CSV file.

Step 5: Map Fields

• Once the file is uploaded, Gong will prompt you to map your CSV columns (e.g., First Name, Email, Phone Number) to the appropriate fields in Gong Engage.
• If you’ve set up custom fields in Gong or your CRM, ensure that those are mapped correctly.

Step 6: Complete the Import

• After mapping the fields, finalize the import by clicking Upload.
• Gong will process the data and create contacts or leads based on the information in your CSV file.

Step 7: Review Imported Data

• Once the import is complete, verify the records in Gong Engage to ensure the data has been correctly associated with contacts or accounts.

Step 1: Prepare Your CSV File

• Ensure your CSV file contains at least the following columns:
  • Contact Information (First Name, Last Name, Email, etc.)
  • Microsite Link (This is the column where the microsite links are stored)
• The first row of your CSV should be the column headers (e.g., First Name, Last Name, Email, Microsite Link).

Step 2: Log into HubSpot

• Go to HubSpot and log into your account using your credentials.

Step 3: Navigate to Import Tool

• Once logged in, go to Contacts > Contacts in the left navigation bar.
• In the upper-right corner, click on the Import button.

Step 4: Select the Import Type

• On the import screen, click Start an Import.
• Choose the File from Computer option, since you are uploading a CSV file.

Step 5: Upload Your CSV

• Click on Upload file, and select the CSV file with your microsite links from your computer.

Step 6: Map Your Fields

• HubSpot will automatically attempt to map your CSV columns to existing fields in your contact records. However, you’ll need to manually map the Microsite Link column from your CSV to a custom field in HubSpot if one doesn’t exist yet.

Step 7: Create a Custom Property for Microsite Links

• If the Microsite Link column doesn't match any existing HubSpot field, you’ll need to create a new custom property for it:
  1. Go to Settings > Data Management > Properties.
  2. Click Create Property.
  3. Choose the object type (Contacts), and name it something like "Microsite Link."
  4. Choose the field type as Single line text (since the microsite links are URLs).
  5. Save the property, and return to the field mapping screen.
  6. Map the Microsite Link column in your CSV to the custom property you just created.

Step 8: Review and Import Data

• After mapping all your fields (First Name, Email, Microsite Link, etc.), review your import settings.
• Click Finish Import to upload the data.
• HubSpot will notify you when the import is complete, and your microsite links will now be associated with the appropriate contacts.

Step 9: Verify the Import

• Go to your Contacts list and verify that the Microsite Link field has been properly filled for the imported contacts.

Helpful HubSpot Documentation

• How to Import Contacts into HubSpot
• How to Create Custom Properties in HubSpot

Step 1: Prepare Your CSV File

• Ensure your CSV contains at least the following columns:
  • Lead or Contact information (e.g., First Name, Last Name, Email, etc.)
  • Microsite Link (this will be the URL linking to your microsite for each contact).
• The first row should contain the headers (e.g., First Name, Last Name, Email, Microsite Link).

Step 2: Log Into Marketo

• Go to Marketo and log into your account.

Step 3: Create or Select a List

• In Marketo, navigate to Lead Database.
• If you already have a list where you want to upload your leads, select it. If not:
  1. Right-click on Group Lists (or your preferred folder) in the left-hand panel.
  2. Click New Smart List or New Static List to create a new list where the leads with microsite links will be added.
  3. Name the list (e.g., “Microsite Leads”).

Step 4: Import Leads

• Once your list is selected or created, click on Import List in the top bar.
• Choose Upload a CSV File and select the CSV file you prepared.

Step 5: Map Fields

• Marketo will try to automatically map the columns in your CSV to the corresponding fields in Marketo. Review the mappings.
• Creating a Custom Field for Microsite Link:
  1. If the Microsite Link column doesn’t automatically map, you’ll need to create a custom field in Marketo:
     • Go to Admin > Field Management.
     • Click New Custom Field.
     • Choose a Field Type like String or Text (since the microsite link is a URL).
     • Name the field something like “Microsite Link.”
  2. Once the custom field is created, return to the import screen and map the Microsite Link column from your CSV to this newly created field.

Step 6: Import and Confirm

• After mapping the fields, proceed by clicking Next or Import.
• Marketo will begin the import process, and you’ll be notified once the import is complete.

Step 7: Verify the Import

• After the import, go to the Leads section, filter by the list you created or the list where the leads were imported, and check the field “Microsite Link” to ensure the links were uploaded correctly.

Helpful Marketo Documentation

For further details, you can refer to the following Marketo documentation:

• How to Import a List in Marketo
• Creating and Using Custom Fields in Marketo

Step 1: Prepare Your CSV File

• Make sure your CSV is properly formatted with the necessary columns:
  • Contact information (e.g., First Name, Last Name, Email).
  • Microsite Link (this is the URL you want to associate with each contact).
• Ensure the first row contains the headers (e.g., First Name, Last Name, Email, Microsite Link).

Step 2: Log Into Apollo

• Go to Apollo.io and log into your account.

Step 3: Navigate to the Contacts Section

• In the left-hand menu, navigate to Contacts or Accounts. This is where you will manage your contact and account list and perform the CSV upload.

Step 4: Start the Import Process

• Click on the Import button.
• Select CSV as the import method 
• Browse your computer for the CSV file you prepared and select it for upload.

Step 6: Map Your CSV Fields

• Apollo will attempt to auto-map the fields in your CSV to existing fields in Apollo (such as First Name, Last Name, Email).
• Adding a Custom Field for Microsite Links:
  • If Apollo does not automatically detect a field for Microsite Links, you may need to create a custom field:
    1. In the field mapping screen, look for an option to create a new custom field.
    2. Name the field something like "Microsite Link" and select the field type (e.g., Text or URL).
    3. Map your Microsite Link column to this custom field.

Step 7: Complete the Import

• Once the fields are mapped, proceed with the import by clicking Next or Finish.
• Apollo will process the CSV file, and the microsite links will be uploaded and associated with the respective contacts.

Step 8: Verify the Imported Data

• After the import is complete, go back to the Contacts section.
• Use the filters or search bar to find a few contacts and verify that the Microsite Link field is populated correctly.

Helpful Apollo Documentation

• How to Import Contacts into Apollo
• How to Create and Manage Custom Fields in Apollo

You can write the links directly to Salesforce through the Mutiny integration. Use these instructions if you are not writing them directly and want to upload via CSV instead.

Step 1: Prepare Your CSV File

• Ensure your CSV contains the following columns:
  • Contact or Lead information (e.g., First Name, Last Name, Email).
  • Microsite Link (URLs for the microsites).
• The first row should contain the column headers (e.g., First Name, Last Name, Email, Microsite Link).

Step 2: Log into Salesforce

• Go to Salesforce and log into your account using your credentials.

Step 3: Create or Identify a Custom Field for Microsite Links

• If you don’t have a Microsite Link field, you will need to create a custom field in Salesforce to hold the link for each contact or lead.
  1. Navigate to Setup (gear icon in the top right).
  2. Under Object Manager, select Contacts or Leads (depending on where you want to store the microsite links).
  3. Click on Fields & Relationships.
  4. Select New to create a custom field.
     • Choose the field type URL for storing the microsite link.
     • Name it something like "Microsite Link".
     • Save the field, ensuring it is visible to the relevant profiles.

Step 4: Go to the Data Import Wizard

• In Salesforce, navigate to the Data Import Wizard:
  1. Click the App Launcher (grid icon in the top left) and search for Data Import Wizard.
  2. Click on Launch Wizard.
• Select the Standard Objects (e.g., Leads, Contacts) that you are importing.

Step 5: Upload Your CSV File

• Choose the CSV file from your computer that contains the microsite links along with the contact/lead information.

Step 6: Map Your Fields

• Salesforce will prompt you to map the columns from your CSV to fields in Salesforce.
  • Map the First Name, Last Name, Email columns to the corresponding fields in Salesforce.
  • Map the Microsite Link column to the custom field you created earlier.
• If Salesforce automatically maps some fields, review the mapping to ensure accuracy.

Step 7: Start the Import

• Once all the fields are mapped correctly, click Next and then Start Import.
• Salesforce will process the CSV file, and the microsite links will be uploaded and associated with the corresponding contacts or leads.

Step 8: Verify the Import

• After the import is complete, navigate to the Contacts or Leads tab in Salesforce.
• Search for some of the records you imported and verify that the Microsite Link field is populated correctly.

Helpful Salesforce Documentation

• Salesforce Data Import Wizard Overview
• How to Create Custom Fields in Salesforce
• Mapping Fields for Data Import in Salesforce

Step 1: Prepare Your CSV File

• Make sure your CSV file contains the necessary fields, such as:
  • Contact information (First Name, Last Name, Email).
  • A column for Microsite Links (the URLs you want to associate with each contact).
• Ensure that the first row of your CSV contains the appropriate headers (e.g., First Name, Last Name, Email, Microsite Link).

Step 2: Log Into Groove

• Go to Groove and log in with your credentials.

Step 3: Go to the Import Tool

• In Groove, navigate to the Settings page by clicking on your profile icon or gear icon in the top-right corner.
• Scroll down and look for the Data Management section, where you will find the Import CSV option.

Step 4: Upload Your CSV

• Click on Import CSV and choose the CSV file containing your contact details and microsite links.
• Groove will ask you to choose the type of object you are importing (usually Contacts or Leads, depending on where you want the microsite links associated).

Step 5: Map Your Fields

• Groove will then prompt you to map the fields in your CSV file to the appropriate fields in Groove.
  • First Name, Last Name, Email → Map these to the corresponding fields in Groove.
  • Microsite Link → If you haven’t created a custom field for storing microsite links in Groove, you’ll need to create one:
    1. In the mapping window, click on the option to create a new field.
    2. Choose Text or URL as the field type, name it something like "Microsite Link."
    3. Map the Microsite Link column in your CSV to this new custom field.

Step 6: Complete the Import

• After you map all the fields correctly, proceed with the import.
• Groove will upload the contacts and associate the microsite links with the records.

Step 7: Verify the Import

• Once the import is complete, go to your Contacts or Leads section in Groove.
• Search for a few contacts to ensure that the Microsite Link field has been populated correctly with the URLs.