Setting Up InsideView Connections

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Use InsideView Connections to identify ways to connect to target companies and people through the following connection categories:

Work History: Enter the companies that you've worked for to identify connections and find referrals to your prospects through your previous employers and co-workers.

Education: Enter the names of all the colleges and universities you have attended to find referrals through your fellow alumni.

Reference Accounts: Enter the names of companies you have done business with to identify employees at those companies who connect you to your target.

Personal Connections: Import your contacts from LinkedIn, Gmail and Outlook to identify connections and find referrals to a company or specific person through the people you know.

What do you want to do?

Add your LinkedIn Connections

Add your Outlook contacts

Add your Gmail contacts

Add your current and previous employers

Add your colleges or universities

Add your personal reference customers

 

Add your LinkedIn Connections

Step Description Details
1 Go to the People you Know tab On the Connection Settings page, do one of the following:

On the Overview tab, click the People you know  icon or click the People you know tab. 

2

Export LinkedIn Connections

On the People you know tab, in the LinkedIn box, click Add Connections.

Follow the instructions in the Add LinkedIn Connections window to get an archive of your LinkedIn Connections:            set_up_connections.png

To generate a LinkedIn Connections file, follow these instructions:

  • Go to How LinkedIn uses your data section under Privacy tab in LinkedIn Account Settings & Privacy window.
  • In Download your data section, select the Connections check-box and click Request archive.
  • Complete the security verification if prompted
  • Click "download it with this link" in the new email received on primary email address linked with your LinkedIn Profile.
  • Click "Download archive" on the newly opened LinkedIn page.
  • Unzip the recently downloaded file from LinkedIn to access Connections.csv.

Note: You must extract only the Connections.csv file from the Basic_LinkedInDataExport_Date.zip that you have downloaded from the LinkedIn Basic Account Settings page.

3 Import Connections
  • On the People you know tab, under LinkedIn, click Add Connections.
  • Click Browse and select the Connections.csv file that has your LinkedIn connections as illustrated:connections_import.png
  • Click Upload.  

Note: When you import your contacts into InsideView, all of them may not be imported. To understand how this works, read the article, 'Why Don't I See All of my LinkedIn, Gmail, and Outlook Connections in InsideView' on our Knowledge Base. Also, a change to a contact's information in LinkedIn does not automatically update in InsideView. To update your LinkedIn connection in InsideView, perform a LinkedIn import on your InsideView Connections Setting page.

 Add your Outlook contacts

Step Description Details
1 Go to Microsoft Outlook The following steps enable you to create an outlook.csv file that is needed to import into InsideView.
  • On your Microsoft Outlook client, click Contacts.
  • Click File and select Export.
  • On the What do you want to export? dialog box, select Contacts to a list (tab-delimited text) and click OK.
  • On the Save dialog box, enter the name for your file followed by .txt extension in the Save As field.
  • Select the folder where you want to save your file under Where.
  • Click Save.
  • Once the export is complete, click Done.
  • Check respective folder for the downloaded contacts file.
2

Import Contacts in InsideView

To import your Outlook contacts to InsideView, navigate to the Connection Settings page, and click the People you know tab
  • On the People you know tab, under Outlook, click Add Contacts.
  • Click Browse and select the Microsoft Excel file that has your contacts.
  • Click Upload. To remove any person from the list, click the close icon next to the person's name.
  • Click Save.

Note: When you import your contacts into InsideView, all of them may not be imported. To understand how this works, read the article, 'Why Don't I See All of my LinkedIn, Gmail, and Outlook Connections in InsideView' on our Knowledge Base. 

 Add your Gmail contacts

Step Description Details
1 Go to the People you Know tab On the Connection Settings page, do one of the following:
  • On the Overview tab, click the People you know  icon or click the People you know tab. 
2

Add Contacts 

On the People you know tab, under Gmail, click Add Contacts.

On the Gmail login page, enter your username and password. Click Allow. 

gmail_access.png

When the import is completed, you can see the names of all the Gmail contacts who are added to your connections. Click Close.

3 Remove a Connection To remove a connection, click the icon next to the name of the person.

Note: When you import your contacts into InsideView, all of them do may not be imported. To understand how this works, read the article, 'Why Don't I See All of my LinkedIn, Gmail, and Outlook Connections in InsideView'

 

Add your current and previous employers

Step Description Details
1 Navigate to Connections Setting page

Open InsideView CRM View and then click Manage Connections.

crm_view_menu.png

Or

In the InsideView Web View interface, click the Connections link.

new_ux_menu.png

2 Go to the Work History tab On the Connections Settings page, do one of the following:

On the Overview tab, click the Work History icon or click the Work History tab.

3 Enter Work Information On the Work History tab, enter information in the following boxes:
  • Company - Select the company name from the list of type ahead suggestions.
  • Job Title
  • Duration

add_employers.png

4 Add Click Add.

Add your colleges or universities  

Step Description Details
1 Go to the Education tab On the Connections Settings page, do one of the following:

On the Education tab, click the Education icon or click the Education tab. 

2

Enter Education Information

On the Education tab, enter information in the following boxes:
  • School Name - Select the name of your college or university name from the list of type ahead suggestions.
  • Degree
  • Duration

add_education.png

3 Add Click Add.

Add your personal reference customers 

Step Description Details
1 Go to the Reference Customers tab On the Connections Settings page, do one of the following:

On the Overview tab, click the Reference Customers tab. 

2

Enter Education Information

In the Enter your Companies box, enter the list of companies you want to add.

Note: You can enter the names of all the companies on the same line separated by commas, or enter the name of each company on a separate line.

Select one of the following depending on how you entered the names of the companies:

  • New Line
  • Comma 

add_companies.png

3 Add Reference Customers Click Search.

From the search results, select the checkboxes for the companies that you want to add, and then click Add Reference Customers.

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