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What you can do

  • Import many KOLs at once from an existing spreadsheet or database.
  • Standardize fields via a template to avoid mapping issues.
  • Set tier and engagement level during import.

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Steps

  1. Click Download Template and fill in your data.
  2. Validate formatting (required fields, multi-value fields).
  3. Upload the .csv and click Import.

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Template preparation

  • Required fields: full_name and at least one specialties value.
  • Optional fields: e.g. title, institution, email, linkedin_url, engagement_level.
  • Multiple values: wrap in double quotes and separate with commas (e.g., "Cardiology, Oncology").

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Upload requirements

  • File Format: Only .csv files are supported.
  • File Size Limit: The maximum allowable file size is 5MB.
  • Upload Methods: Users can either drag and drop the file directly into the upload area or select Browse Files to locate the document on their local drive.

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Tier and engagement mapping

The system supports the bulk assignment of strategic classifications during the import process:
  • Engagement Level: Input “High”, “Medium”, or “Low” to set initial engagement states.
  • Tiering: Input “Tier_1”, “Tier_2”, or “Tier_3” to categorize the strategic importance of the imported KOLs.

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Import

Once the file is uploaded and validated, select the Import button to finalize the process. The system will process the records and add them to the primary KOL Management list. To exit the process without saving, select Cancel.