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How to Upload a File

Uploading files is an essential part of using our system. This guide will walk you through the process to ensure a smooth and successful upload. Following these steps will help you avoid common issues and complete the process efficiently.


Requirements
Before you begin, make sure you have the following:
  • Required Information: Fill in all mandatory fields before proceeding. 
  • Limits: Each file can contain up to 10,000 prospects.
  • No Empty Fields: Ensure there are no blank spaces in the required fields.

Steps
  1. Login to Your Account
  2. Go to the Configuration Tab: Click on "Import from" and then select "File."
  3. Import: Click on "Import from" button and select "File"
  4. Upload the File: Click on "Upload File" or simply drag and drop it into the designated area.
  5. Mapping: On this step you would need to select which columns from your file contains corresponding data that Anybiz is asking for. Required fields are: At least one ID (contact info, can be Email adress, Phone Number, Linkedin URL or everything at once) , Contact First Name, Contact Company Name. Rest of the fields are optional, but recommended for better personalization and results.
  6. Click on "Next": Proceed the process by clicking "Next"  
  7. Connect the file to an offering 
  8. Add the persona: On this step you can either just Add the persona and launch in later, or launch it straightaway by clicking on "Launch the Campaign" 
  9. Outreach channel: Final step. Select outreach channels that you want to be used for this persona. You can select all that are available for your or only one specific.

Conclusion
By following these steps, you should be able to successfully upload your file. If you encounter any issues, refer to the troubleshooting section or contact our support team.





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