How to import leads from Juicebox

Import the export#

1. 1

   Step 1: Export your list from Juicebox as a CSV.

2. 2

   Step 2: In OpenATS, open Settings → Data & privacy → Import leads from Juicebox.

3. 3

   Step 3: Choose Choose CSV file and pick it.

4. 4

   Step 4: Under Create opportunities for, pick a role, or General opportunity (no posting).

   Leads go into the role’s first lead stage.

What it does with each row#

• Matches people already in OpenATS by their Juicebox ID, then email, profile link and phone.
• Keeps Juicebox’s tags, and adds Juicebox: {status} and Juicebox sequence: {sequence} tags. The role’s tags and your tag rules apply too.
• Leaves out email addresses Juicebox’s verification marked undeliverable, invalid or bounced.
• Skips rows without a full name, and doesn’t bring back someone who was imported before and removed.

Importing the same file again doesn’t add anyone to the same role twice.