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Juicebox supports data migration from most major recruitment CRMs. As a Starter or Growth plan customer, you have access to self-serve data migration. If you’re on a Business plan, see Migrating your Data to Juicebox (Business Plan) for fully assisted migration. The self-serve migration process allows you to import large-scale contact data to avoid reaching out to profiles you already recently contacted.

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Process

  1. Export contact data.
    • Export your contacts directly from your current CRM as a CSV file, usually labeled “Export all Contacts” or similar.
    • Important: Ensure your export includes each profile’s LinkedIn or GitHub URL. Juicebox uses this URL to identify and match profiles.
    • If exporting directly isn’t possible, contact your CRM provider for assistance.
  2. Reformat your data.
    • Juicebox accepts CSV format only.
    • Your CSV must have one column containing LinkedIn URLs (plus an optional header row).
    • To carry over tags and notes from your CRM, add optional columns with the headers Tags and Notes. Separate multiple tags with commas, semicolons, or pipes. See adding tags and notes from your CSV.
    • Limit uploads to 500 profiles per CSV. You may perform multiple imports if necessary.
    • If you plan to import more than 10,000 profiles, email support@juicebox.ai.
  3. Create a new Juicebox project.
    • Create a new project on Juicebox, for example “Past Contacts”. This project will store all contacts you’ve had previous interactions with.
  4. Import to Juicebox.
    • Open the Shortlist tab in your project. Then, select the Import option to upload a CSV of your contacts. More details on bulk imports.
    • Note that some contacts may not be resolved in Juicebox. You may need to exclude them from your export.
  5. Testing.
    • After importing your profiles, test adding them to a sequence from a different project. You should see a warning saying “This profile is shortlisted in another project”.
    • Additionally, you’ll be able to see their shortlist status in the Activities field of the profile.
To import your personal LinkedIn network rather than CRM data, see How do I export my LinkedIn connections to Juicebox?