How to import a segment from Teamleader into Ratecard

You can add a specific segment from Teamleader into Ratecard

By integrating your Teamleader and Ratecard accounts, you can benefit from collecting feedback on autopilot. You can also create a segment in Teamleader and import those contacts in Ratecard. Follow the following three steps to import a segment from Teamleader into Ratecard.

Step 1: Create a segment in Teamleader

At first, you need to create a segment in Teamleader. A segment is a part of your contacts based on custom fields and tags. There are a few steps to do this.

1. Go to “Contacts” or “Companies”

2. Click on “Show everything” and select “Create a new segment”

3. Choose a recognisable name for your segment

4. At “Advanced options” there are three ways to customise your segment

• Only I can see this segment

• Only I can edit this segment

• Refine an existing segment

5. You can choose between “All rules must apply” and “At least one rule applies”

• All rules must apply: all the contacts will be seen that fulfil all the rules

• At least one rule applies: all the contacts will be seen that fulfil at least one rule

6. “Save” your segment

Check out how to create a segment within Teamleader in this video:

Step 2: Create an Excel export in Teamleader

With Excel you can analyze the data from your segment of contacts you have made. There are a few steps to do this. At first, you need to activate the “Excel export” slider within Teamleader:

1. Click on Settings > HR

2. Go to the user’s overview

3. Click on the pencil

4. Activate the slider “Excel export”

When the Excel export slider is activated, you have the rights to export the data. In order to create an export, you have to do the following things:

1. Go to the overview of one of the modules

2. Click on “Export”

3. Decide which segment you want to use and select the information you want to export

4. Click on “Start export”

5. When the Excel file is created, select “Download”

Step 3: Import your contacts into Ratecard at once via *.xlsx

You can almost import your contacts into Ratecard now. Download the example import file, and make sure the file format is correct for importing into Ratecard. Now go to the "Create import" page and:

1. Create a file: Name you import, choose a group or make a new group in which you want to import your new contacts and upload your *.xlsx file. There are a few important rules:

• You need to use different columns for different data
• All first names of your contacts need to be in one column and the same applies to the rest of the information
• Make sure alle spaces in the columns are removed to avoid errors

2. Check your import. Is everything okay? Proceed to the final step. If not, go back to the latter step

3. Finalize import: Choose “Finalize import” to add the contacts to your Ratecard

Interested?

If you're interested in collecting feedback and/or reviews on autopilot via Ratecard within Teamleader, please go to our integrations page to install the integration and get started. Not a customer of Teamleader or Ratecard yet? Don't worry, you can schedule a free demo via Ratecard or Teamleader, or you could set up a free trial at Ratecard so you can test the waters without any risks.

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