Import
Works on:💬 Facebook📸 Instagram
If you already have a list of leads stored elsewhere (like in Google Sheets or an Excel file), you can quickly bring them into Messenger Organizer using the Import feature.
How to Import Leads​
- Format Your CSV File
- Tip: Click the Download Sample File button on this page to see the exact format required.
- Create a spreadsheet with exactly two headers in the first row:
NameandProfile. - Your
Namecolumn should hold the exact Facebook Profile Name of the person. - Your
Profilecolumn should hold the full URL to their Facebook profile. - Save the file as a Comma-Separated Values (
.csv) file.
- Access the Import Screen
- From the main left sidebar of the dashboard, click on the Import tab.
- Upload Your File
- Click the green Browse Files button and select the
.csvyou just prepared. - Messenger Organizer is very strict about formatting. If you face issues, ensure there are no extra spaces or missing data points.
- Click the green Browse Files button and select the
- Assign a Folder (Bulk Tagging)
- Before hitting upload, use the checkboxes next to the imported leads to select them.
- Use the Choose Tagging dropdown menu to decide which CRM folder all these newly imported leads will be assigned to.
- Finalize Import
- After selecting your file and Folder, proceed. Your leads will populate immediately into your CRM boards.
Next Steps: Do you want to grow your friends list organically on Facebook? See Manage Friends.