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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).
    • 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?