Building a Contacts List using your LinkedIn network and Email lists is a smart way to organize your contacts using Cyndx's capabilities. While LinkedIn helps you connect with professionals across industries, Cyndx takes it further — helping you uncover deeper insights about your network, identify high-potential opportunities at the companies where they work, and strategically grow your connections.
This guide will walk you through the process, showing you how to make the most of Contacts List platform to elevate your networking strategy.
Contents:
Where to find the Connections List in Cyndx Platform?
Go to "Lists" in the upper left corner of your page.
Then go to Contacts Lists
How to Upload Contacts using LinkedIn Network
Hover your mouse to the upper right corner, then click the "Upload LinkedIn"
Click the link below:
It will redirect you to the image below. Clink the URL, so it will redirect you to your LinkedIn account.
You will be redirected to the page below, where you’ll be asked what you want to download. Please select "Download larger data archive."
Keep in mind that LinkedIn may take 10 or more minutes to generate the list. You can return to this page later to download the file.
Then click the "Download archive"
When done, go back to the your Cyndx app, specifically on the page below:
Next, in your computer’s downloads folder, locate the LinkedIn Data Export file. Inside that file, find the "Connections" Excel file. Drag the file into the box labeled "Browse". Then name your list and choose its Visibility (Private List, Public - View Only, or Public - Editable by other members in the organization).
Note: You can also check the box to follow the companies your contacts belong to, so you’ll get notified about any events they're involved in.
How to Upload Contacts using Email Pre-made Excel List?
Hover your mouse to the upper right corner, then click the "Upload Contacts"
First, name your list and choose its Visibility (Private List, Public - View Only, or Public - Editable by other members in the organization). Then, upload your Excel file with the email list. You can also check the box to follow the companies your contacts belong to, so you’ll get notified about any events they're involved in. When ready, click 'Create List'.
Note: Make sure to use the correct format by downloading the sample spreadsheet. Click "Download sample".
Once you've created a list, you should see it under your Contacts Lists:
What information I can see inside contacts lists?
See the screenshots for an example of a Contacts List created by uploading your LinkedIn network and Email Spreadsheet list and what are the information available from the uploaded contacts.
Upload LinkedIn and Upload Email — this means you can add more contacts to this list. The highlights display the total contacts in your lists, how many are found in Cyndx, the number of board members, and even show who among them are projected to raise.
Inside your list, you’ll find four tabs that you can explore based on your needs:
A. All Contacts – Lists all the contacts you uploaded.
B. P2R in Network – Shows which of your contacts are tagged as Projected to Raise.
C. Network Companies – Displays the companies your contacts are associated with.
D. Related News – Shows important news related to companies your contacts are connected to.
All Contacts - here you found all the contacts you've uploaded including their information: name, job title, company, networks, email, phone, bio and link for syncing them to your salesforce account if you like. There are three tabs inside all contacts: Contacts Found in Cyndx Platform, Board Members and Other Contacts.
🗑 Delete List - click this if you want to delete your list.
📤Export - click this if you want to download a csv file of this contact list.
↗️Arrow – When you click this, it will take you to Explorer, where you can add custom filters to your list and build a dashboard if needed.
P2R in Network — the results will show how many of your connections are also connected to companies projected to raise.
Network Companies - the results will show what companies your connections are associated with.
On this page, you can select all companies or choose individual company to follow and receive notifications. See the image for instructions:
Related News - this view shows news and events occurring within your network.
Any questions?
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