ObertObert
Leads

Import Leads

Bring leads into Obert from CSV files, LinkedIn searches, Sales Navigator, events, and more.

Signals discover leads automatically, but you can also import leads in bulk from external sources. Imports add leads to your database and optionally to a specific list.

Import methods

MethodSourceBest for
CSVUpload a spreadsheetMigrating from another tool, offline prospect lists
LinkedIn searchReal-time LinkedIn queryQuick one-time searches
Sales NavigatorSaved search exportSyncing Sales Nav results
Post engagersA specific LinkedIn postFinding people who engaged with relevant content
Profile viewersYour profile view historyCapturing recent viewers in bulk
Event attendeesLinkedIn eventExtracting attendee lists
Company employeesTarget companyFinding people at specific companies

Import from CSV

  1. Go to Lists and open the list you want to import into (or create a new one).
  2. Click Import in the toolbar.
  3. Select CSV Upload.
  4. Upload your file. Obert accepts .csv files with the following columns:
ColumnRequiredDescription
linkedin_urlYes (or first_name + last_name)Full LinkedIn profile URL
first_nameNoLead's first name
last_nameNoLead's last name
emailNoEmail address
companyNoCurrent company name
titleNoJob title
  1. Map your CSV columns to Obert fields in the mapping screen.

CSV column mapping screen

  1. Click Preview to see a sample of how leads will be imported.
  2. Click Start Import.

The import runs in the background. Track progress in the Jobs panel — you'll see counts of added, duplicate, and failed profiles.

If your CSV includes LinkedIn URLs, Obert enriches each profile with full LinkedIn data (headline, employment history, location). This may take a few minutes for large imports.

  1. Go to Lists → open or create a list.
  2. Click Import → LinkedIn Search.
  3. Enter a search query (same syntax as LinkedIn's search bar).
  4. Select the LinkedIn account to search from.
  5. Preview results and click Import.

Import from a LinkedIn post

  1. Go to Posts in the left sidebar.
  2. Click Add Post and paste the LinkedIn post URL.
  3. Obert fetches the post and extracts all engagers (likes, comments, reactions).
  4. Engagers are added to your lead database and scored.

Alternatively, from any list:

  1. Click Import → Post Engagers.
  2. Paste the post URL.
  3. Select which engagement types to import (likes, comments, or all).

Import from an event

  1. Go to Lists → open or create a list.
  2. Click Import → Event Attendees.
  3. Paste the LinkedIn event URL.
  4. Optionally add company filters to narrow the attendee list.
  5. Click Start Import.

After importing

Imported leads follow the same flow as signal-discovered leads:

  1. They appear in Leads → Pending Approval (unless auto-approved).
  2. They're scored against the list's ICP criteria.
  3. Once approved, they're available for campaigns.

Track import progress

All imports are tracked as jobs:

  1. Click the Jobs icon in the header (or go to the import job directly).
  2. View progress: total expected, added, duplicates, skipped, failed.
  3. If any profiles failed, click View Failed to see which ones and why.

Import job progress tracker

Common failure reasons:

  • Invalid LinkedIn URL format
  • Profile is private or has been removed
  • Rate limit reached on the LinkedIn account (import pauses and resumes automatically)

Approve Leads

Review leads discovered by signals and decide which ones to approve for outreach.

Saved Views

Create custom views with saved filters, sorts, and column configurations.

On this page

Import methodsImport from CSVImport from LinkedIn searchImport from a LinkedIn postImport from an eventAfter importingTrack import progress