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Part 3 · Operate

Bring your data

Import the files you exported from another tool as people, engagers on your own posts, watched companies and keywords, and undo it within 7 days.

01What it is

Bring your data reads a CSV or JSON file in your browser, matches each column to a field here, and shows what the rows will become before anything is saved: how many people, engagers, company websites and keywords, which are already here, the first 10 rows, and every row left out with its reason. You choose what the rows become and press Import. Afterwards the import’s page shows what was added, matched and left out, the people from the file warmest to you with a note to send, and the companies now watched. Undo removes what that import added, for 7 days.

02Why it exists

A tool that shuts down takes its feeds with it, and the export is all that is left of the work. Importing it by hand into a new tool is a day nobody has, so most exports sit in a downloads folder.

The import is careful in the places a careless one does damage. A person is matched only by a profile address, an email, or a company website with their name; two people with one name are two people. Engagements become engagers only when you say they were on your own posts, because a note thanking somebody for a post that was not yours would not be true. Nothing is looked up on LinkedIn or any other website, and nothing is sent: every note waits for you to copy and send it.

03How to use it

  1. 01Bring your data waits behind the trigify_import flag. Once it is on for your account, Settings lists Bring your data.
  2. 02Export your data from the old tool as CSV or JSON. Choose one file.
  3. 03Check each column’s match. Columns set to Skip are not imported. Save the mapping by name and the next file with the same columns is matched by itself.
  4. 04Choose what the rows become: people, engagers on your own posts, watched companies, keywords, and a deal for each person if deals are on. Read the preview, download the rows left out if there are any, then press Import.
  5. 05Keep the page open while it runs. If you close it, the import carries on the next time you open it.
  6. 06On the import’s page, work the people warmest to you: draft a note, copy it, send it yourself. Undo is there for 7 days.

04What good looks like

You give it
A CSV with Full Name, LinkedIn URL, Company Website, Engagement Type and Date columns, with engagements on the founder’s own posts, imported as people and engagers.
You get
Each row with a profile address becomes a person and an engager with one engagement; a row whose profile address is already in People is matched, not copied; the preview names how many are already here before anything is saved.
Why
Every row carries a stable key, so nothing is matched on a name and a second import of the same file adds nothing.

Derived from the rules in the code

05What weak looks like, and what it costs

You give it
A row with only a name, "Sam Patel", and nothing else.
You get
Left out with “No profile address, email, or company website with a name, so nobody could be matched safely”.
Why
A name alone could be anybody. Adding it would make a person nobody can reach and a duplicate the next time the file is imported.

Derived from the rules in the code

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