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What You’ll Learn

  1. How to configure an Export to Instantly action column.

  2. Best practices for mapping fields between Bitscale and Instantly.

  3. Tips for verifying exported data to ensure accuracy.

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1. Preparing Your Data for Export

Before exporting, make sure your data is complete and ready for outreach:

  • Complete Enrichment: Fields like “Name,” “Email,” and “Company Description” should be filled with accurate data.

  • Run Quality Checks: Use Bitscale’s preview feature to validate the dataset before exporting.

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2. Configuring the Export to Instantly

Step 1: Open Your Grid

Navigate to the grid containing the enriched leads or contacts you want to export.

Step 2: Add the Export Action Column
  • Click Add Action Column and select Export to Instantly from the list of available actions.
Step 3: Configure the Column

Set up the following details:

  • Account: Select your connected Instantly account.

  • Record Type: Choose whether to export Leads or Contacts.

  • Field Mapping: Map Bitscale fields to Instantly fields, such as:

    • Name → First Name

    • Email → Email Address

    • Description → Company Details

  • Unique Identifier: Use the Instantly-specific identifier to ensure no duplicates.

Step 4: Save and Run

  • Save the configuration.

  • Run the column to initiate the export process.

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3. Verifying Exported Data in Instantly

Once the export is complete:

  • Go to your Instantly account.

  • Check the imported records under the appropriate section (e.g., Leads or Contacts).

  • Verify that all fields have been populated correctly.

Example: Enriched leads with updated descriptions and emails should now appear in Instantly, ready for outreach campaigns.

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4. Optimizing the Export Process

  • Test the Setup: Start with a small batch of leads to ensure field mappings and configurations are correct.

  • Monitor Export Status: Bitscale provides real-time updates for each row, allowing you to identify and fix any issues quickly.

  • Regular Updates: Periodically re-export updated records to keep your outreach campaigns fresh.

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5. Pro Tips for Exporting Data

  • Use Enriched Fields: Leverage fields like company descriptions, recent activity, and more to personalize your outreach.

  • Maintain Data Hygiene: Regularly clean up your Bitscale and Instantly databases to avoid duplicates and outdated records.

  • Leverage Tags: Use tags or categories in Instantly to segment leads and optimize your campaigns.

Start exporting today and unlock the full potential of your Bitscale and Instantly integration. Need help? Reach out to our support team or community channel for guidance. Happy exporting!